Uniting Wealth Partners »

iShares S&P SmallCap 600 Index shares owned by Uniting Wealth Partners

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

Historical chart of Uniting Wealth Partners 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 Uniting Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 17k 120.18
2025-09-30 $2.0M 17k 118.83
2024-12-31 $201k 1.7k 115.22

More positions owned by Uniting Wealth Partners

Wal-Mart Stores (WMT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Exxon Mobil Corporation (XOM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DLAG)

View all positions for Uniting Wealth Partners

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
Royal Bank of Canada
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index