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iShares S&P SmallCap 600 Index shares owned by Traveka Wealth

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Traveka Wealth from 13F filings

Historical chart of Traveka Wealth investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Traveka Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Traveka Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $413k 3.5k 118.82
2025-06-30 $472k 4.3k 109.29
2025-03-31 $467k 4.5k 104.56
2024-12-31 $620k 5.4k 115.21
2024-09-30 $1.4M 12k 116.96
2024-06-30 $2.2M 21k 106.66
2024-03-31 $3.3M 30k 110.52
2023-12-31 $2.7M 25k 108.25

More positions owned by Traveka Wealth

Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds Real Estate Etf (VNQ)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Traveka Wealth

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index