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iShares S&P SmallCap 600 Index shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment Advisors 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 Wetzel Investment Advisors 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 Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $749k 6.3k 118.83
2025-06-30 $719k 6.6k 109.29
2025-03-31 $4.7M 45k 104.57
2024-12-31 $4.9M 42k 115.22
2024-09-30 $4.7M 40k 116.96
2024-06-30 $2.1M 19k 110.50
2024-03-31 $2.0M 20k 102.37
2023-12-31 $2.0M 18k 108.25

More positions owned by Wetzel Investment Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

View all positions for Wetzel Investment Advisors

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