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iShares S&P SmallCap 600 Index shares owned by Wernau Asset Management

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

Historical chart of Wernau Asset 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 Wernau Asset 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 Wernau Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 1.7k 124.31

More positions owned by Wernau Asset Management

State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)
Pfizer (PFE)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
At&t (T)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Unitil Corporation (UTL)
Amazon (AMZN)
Procter & Gamble Company (PG)
Cisco Systems (CSCO)

View all positions for Wernau Asset Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index