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

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

Historical chart of Woodside 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 Woodside 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 Woodside Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 23k 118.83
2025-06-30 $2.5M 23k 109.29
2025-03-31 $2.4M 23k 104.57

More positions owned by Woodside Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Woodside Wealth Management

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