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iShares S&P SmallCap 600 Index shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory 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 Wealthcare Advisory 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 248k 118.83
2025-06-30 $26M 240k 109.29
2025-03-31 $21M 201k 104.57
2024-12-31 $30M 260k 115.22
2024-09-30 $30M 258k 116.96
2024-06-30 $24M 228k 106.66
2024-03-31 $24M 217k 110.52
2023-12-31 $22M 204k 108.25
2023-09-30 $18M 187k 94.33
2023-06-30 $16M 163k 99.65
2023-03-31 $15M 157k 96.70
2022-12-31 $14M 150k 94.64
2022-09-30 $11M 127k 87.19
2022-06-30 $9.6M 104k 92.41
2022-03-31 $3.1M 28k 107.89
2021-12-31 $2.2M 20k 114.53
2021-09-30 $2.1M 19k 109.17
2021-06-30 $2.4M 22k 112.97
2021-03-31 $1.9M 18k 108.53
2020-12-31 $1.7M 18k 91.92
2020-09-30 $1.2M 17k 70.23
2020-06-30 $1.4M 20k 68.31
2020-03-31 $906k 16k 56.13
2019-12-31 $1.4M 17k 83.87
2019-09-30 $1.1M 14k 77.84
2019-06-30 $1.1M 15k 78.26
2019-03-31 $935k 12k 77.13
2018-12-31 $829k 12k 69.34
2018-09-30 $1.3M 15k 87.27
2018-06-30 $960k 12k 83.42
2018-03-31 $509k 6.6k 77.03
2017-12-31 $477k 6.2k 76.87
2017-09-30 $387k 5.2k 74.28
2017-06-30 $9.0k 130 69.23
2017-03-31 $7.0k 96 72.92

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Wealthcare Advisory Partners

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