Wealth Architects »

iShares S&P SmallCap 600 Index shares owned by Wealth Architects

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

Historical chart of Wealth Architects 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 Wealth Architects 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 Wealth Architects

Quarter filed Position value Share count Share price at filing
2025-09-30 $58M 486k 118.83
2025-06-30 $53M 488k 109.29
2025-03-31 $29M 713k 41.21
2024-12-31 $55M 476k 115.22
2024-09-30 $54M 464k 116.96
2024-06-30 $47M 439k 106.66
2024-03-31 $47M 426k 110.52
2023-12-31 $45M 418k 108.25
2023-09-30 $40M 423k 94.33
2023-06-30 $41M 415k 99.65
2023-03-31 $39M 398k 96.70
2022-12-31 $37M 386k 94.64
2022-09-30 $34M 389k 87.19
2022-06-30 $36M 386k 92.41
2022-03-31 $41M 382k 107.88
2021-12-31 $44M 380k 114.51
2021-09-30 $39M 360k 109.19
2021-06-30 $43M 381k 112.98
2021-03-31 $41M 375k 108.53
2020-12-31 $38M 413k 91.90
2020-09-30 $30M 433k 70.23
2020-06-30 $29M 428k 68.29
2020-03-31 $23M 417k 56.11
2019-12-31 $36M 431k 83.85
2019-09-30 $33M 419k 77.84
2019-06-30 $33M 418k 78.28
2019-03-31 $31M 404k 77.15
2018-12-31 $27M 393k 69.32
2018-09-30 $33M 380k 87.24
2018-06-30 $33M 396k 83.46
2018-03-31 $32M 413k 77.01
2017-12-31 $32M 410k 76.81
2017-09-30 $31M 413k 74.22
2017-06-30 $29M 406k 70.11
2017-03-31 $28M 401k 69.16
2016-12-31 $28M 203k 137.52
2016-09-30 $26M 208k 124.15
2016-06-30 $24M 208k 116.21
2016-03-31 $22M 198k 112.57
2015-12-31 $21M 188k 110.11
2015-09-30 $19M 181k 106.57
2015-06-30 $21M 174k 117.88
2015-03-31 $21M 174k 118.03
2014-12-31 $21M 181k 114.06

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Lam Research Corp Com New (LRCX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Wealth Architects

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