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iShares S&P SmallCap 600 Index shares owned by Wiser Wealth Management

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

Historical chart of Wiser 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 Wiser 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 Wiser Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 21k 110.52
2023-12-31 $2.2M 21k 104.64
2023-09-30 $2.6M 28k 94.33
2023-06-30 $2.7M 27k 99.65
2023-03-31 $2.6M 27k 96.70
2022-12-31 $2.7M 29k 94.64
2022-09-30 $1.9M 22k 87.18
2022-06-30 $2.1M 22k 92.39
2022-03-31 $14M 127k 107.88
2021-12-31 $13M 112k 114.51
2021-09-30 $12M 107k 109.19
2021-06-30 $11M 93k 112.98
2021-03-31 $9.3M 86k 108.53
2020-12-31 $9.2M 100k 91.90

More positions owned by Wiser Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard World Fds Inf Tech Etf (VGT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Home Depot (HD)
Apple (AAPL)

View all positions for Wiser Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index