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iShares S&P SmallCap 600 Index shares owned by Verum Partners

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

Historical chart of Verum 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 Verum 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 Verum Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 122k 116.96
2024-06-30 $12M 116k 106.66
2024-03-31 $11M 101k 110.52
2023-12-31 $9.8M 91k 108.25
2023-09-30 $8.9M 94k 94.33
2023-06-30 $1.8M 18k 99.65
2023-03-31 $1.9M 20k 96.70
2022-12-31 $1.9M 20k 94.64

More positions owned by Verum Partners

Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Malvern Fds Core Bd Etf (VCRB)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us S (FNDA)
Coca-Cola Company (KO)

View all positions for Verum Partners

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
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