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

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

Historical chart of Wealth Group investment in iShares S&P SmallCap 600 Index

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 2025650k700k750k800k600065007000
Value ($)Share countHistorical IJR position of Wealth Group Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $621k 5.9k 104.57
2024-12-31 $712k 6.2k 115.23
2024-09-30 $787k 6.7k 116.96
2024-06-30 $721k 6.8k 106.66
2024-03-31 $737k 6.8k 108.98
2023-12-31 $749k 7.2k 103.62

More positions owned by Wealth Group

Ishares Core S&p500 Etf (IVV)
Ishares Msci Usa Qlt Fct (QUAL)
Pacer Us Cash Cows 100 (COWZ)
Vanguard S&p 500 Etf Shs (VOO)
Vanguard Inf Tech Etf (VGT)
pacer Pacer Developed Markets Intl Cash Cows 100 Etf (ICOW)
Ishares Core Div Grwth (DGRO)
Vanguard Extend Mkt Etf (VXF)
Pacer Pacer Us Small (CALF)
JP Morgan Betabuilders US Equity (BBUS)
Schwab Us Brd Mkt Etf (SCHB)
Invesco S&p500 Pur Gwt (RPG)
Invesco Unit Ser 1 (QQQ)
Proshares S&p 500 Dv Arist (NOBL)
Schwab Us Mid-cap Etf (SCHM)

View all positions for Wealth Group

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index