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iShares S&P SmallCap 600 Index shares owned by Wealthquest

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

Historical chart of Wealthquest 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 Wealthquest 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 Wealthquest

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 32k 115.45
2024-06-30 $4.1M 38k 106.66
2024-03-31 $4.3M 39k 110.52
2023-12-31 $4.6M 42k 108.25
2023-09-30 $4.0M 42k 94.33
2023-06-30 $4.2M 42k 99.65
2023-03-31 $4.3M 44k 96.70
2022-12-31 $4.5M 47k 94.64
2022-09-30 $4.3M 50k 87.19
2022-06-30 $4.8M 52k 92.40
2022-03-31 $9.1M 80k 114.51
2021-12-31 $9.1M 80k 114.51
2021-09-30 $12M 114k 109.18
2021-06-30 $17M 147k 112.98
2021-03-31 $22M 203k 108.53
2020-12-31 $22M 235k 91.90
2020-09-30 $9.0M 128k 70.23
2020-06-30 $6.7M 98k 68.28
2019-12-31 $3.4M 41k 83.85
2019-09-30 $3.3M 42k 77.82
2019-06-30 $3.3M 42k 78.28
2019-03-31 $3.2M 42k 77.13
2018-12-31 $2.9M 41k 69.30

More positions owned by Wealthquest

Vanguard Large-cap Etf Etf (VV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Dimensional Us Large Cap Vector Etf Etf (DFVX)
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Innovator U.s. Equity 10 Buffer Etf - Quarterly Etf (ZALT)
Innovator Defined Wealth Shield Etf Etf (BALT)
American Finl Group Inc Ohio Stock (AFG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Us Treasury 2 Year Note Etf Etf (UTWO)
Vanguard Small-cap Etf Etf (VB)
Us Treasury 12 Month Bill Etf Etf (OBIL)
Vanguard Mid-cap Etf Etf (VO)
Procter And Gamble Stock (PG)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Wealthquest

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index