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iShares S&P SmallCap 600 Index shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $873k 7.5k 116.96
2024-06-30 $800k 7.5k 106.65
2024-03-31 $848k 7.7k 110.51
2023-12-31 $828k 7.6k 108.25
2023-09-30 $245k 2.6k 94.33
2023-06-30 $337k 3.4k 99.65
2023-03-31 $269k 2.8k 96.70
2022-12-31 $422k 4.5k 94.63

More positions owned by Vertex Planning Partners

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Wisdomtree Tr Us Total Dividnd (DTD)

View all positions for Vertex Planning Partners

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index