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iShares S&P SmallCap 600 Index shares owned by Werba Rubin Papier Wealth Management

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

Historical chart of Werba Rubin Papier Wealth Management 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 Werba Rubin Papier Wealth Management 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 Werba Rubin Papier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $292k 2.5k 116.94
2024-03-31 $287k 2.6k 110.51
2023-12-31 $282k 2.6k 108.24
2023-09-30 $261k 2.8k 94.78
2023-06-30 $274k 2.8k 99.64
2023-03-31 $265k 2.7k 96.69
2022-12-31 $264k 2.8k 94.63

More positions owned by Werba Rubin Papier Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Long Term Us (SCHQ)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
NVIDIA Corporation (NVDA)

View all positions for Werba Rubin Papier Wealth Management

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