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iShares S&P SmallCap 600 Index shares owned by Wick Capital Partners

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

Historical chart of Wick Capital 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 Wick Capital 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 Wick Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 48k 116.96
2024-06-30 $5.2M 49k 106.66
2023-09-30 $3.5M 37k 94.33
2023-06-30 $3.5M 35k 99.65
2023-03-31 $3.3M 35k 96.70
2022-12-31 $2.6M 28k 94.64
2022-09-30 $2.7M 31k 87.18
2022-06-30 $3.0M 32k 92.41
2022-03-31 $4.0M 37k 107.88
2021-12-31 $1.4M 12k 114.48

More positions owned by Wick Capital Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Blackrock Etf Trust Ii Ishares Larg Cap (IVVB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Wick Capital Partners

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