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iShares S&P SmallCap 600 Index shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies 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 Unique Wealth Strategies 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 Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $638k 4.3k 148.30
2026-03-31 $312k 2.5k 124.33
2024-12-31 $662k 5.7k 115.22
2024-06-30 $148k 1.3k 110.52

More positions owned by Unique Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Applied Materials (AMAT)
Meta Platforms Cl A (META)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for Unique Wealth Strategies

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index