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iShares S&P SmallCap 600 Index shares owned by Verus Wealth Management

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

Historical chart of Verus Wealth Management 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 Verus Wealth Management 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 Verus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 31k 118.83
2025-06-30 $3.3M 30k 109.29
2025-03-31 $3.5M 33k 104.57

More positions owned by Verus Wealth Management

Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Portfli High Yld (SPHY)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Apple (AAPL)

View all positions for Verus Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
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

View all funds holding iShares S&P SmallCap 600 Index