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iShares S&P SmallCap 600 Index shares owned by Vericrest Private Wealth

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

Historical chart of Vericrest Private 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 Vericrest Private 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 Vericrest Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $3.2M 35k 92.41
2022-03-31 $3.8M 35k 107.89
2021-12-31 $4.0M 35k 114.50

More positions owned by Vericrest Private Wealth

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Blomberg Brc Inv (FLRN)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Vericrest Private Wealth

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index