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iShares S&P SmallCap 600 Index shares owned by WealthCare Investment Partners

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

Historical chart of WealthCare Investment 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 Investment 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 Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 23k 110.52
2023-12-31 $2.3M 22k 106.08
2023-09-30 $2.0M 21k 92.96
2023-06-30 $2.0M 20k 98.79
2023-03-31 $1.9M 20k 96.70
2022-12-31 $1.6M 17k 94.64
2022-09-30 $1.4M 17k 87.20
2022-06-30 $1.4M 16k 92.40
2022-03-31 $1.2M 11k 105.85
2021-12-31 $1.1M 9.3k 114.54

More positions owned by WealthCare Investment Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Value Line Divid In SHS (FVD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Us Consm Staples (IYK)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Energy (XLE)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Gold Tr Ishares New (IAU)
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for WealthCare Investment Partners

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index