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iShares S&P SmallCap 600 Index shares owned by Twelve Points Wealth Management

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

Historical chart of Twelve Points Wealth Management 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 Twelve Points Wealth Management 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 Twelve Points Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $823k 6.6k 124.31
2025-12-31 $844k 6.7k 126.42

More positions owned by Twelve Points Wealth Management

Spdr Series Trust State Street Spd (BIL)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Global 100 Etf (IOO)
Asa Gold And Precious Mtls L SHS (ASA)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Silver Tr Ishares (SLV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Twelve Points Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Goldman Sachs Group
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index