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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

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
2025-09-30 $642k 5.4k 118.83
2025-06-30 $585k 5.3k 109.28
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)
JP Morgan Betabuilders US Equity (BBUS)
Ishares Msci Usa Qlt Fct (QUAL)
Vanguard Inf Tech Etf (VGT)
Vanguard S&p 500 Etf Shs (VOO)
Invesco Invesco Qqq Tr (QQQ)
Pacer Us Cash Cows 100 (COWZ)
Ishares US Equity Factor Rotation (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Div Grwth (DGRO)
pacer Pacer Developed Markets Intl Cash Cows 100 Etf (ICOW)
Vanguard Extend Mkt Etf (VXF)
Ishares Blackrock Systematic Multi Strategy Fund Instl Cl N/l (BIMBX)
Pacer Pacer Us Small (CALF)
Invesco S&p500 Pur Gwt (RPG)

View all positions for Wealth Group

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