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iShares S&P SmallCap 600 Index shares owned by Wrenne Financial Planning

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wrenne Financial Planning from 13F filings

Historical chart of Wrenne Financial Planning 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 Wrenne Financial Planning 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 Wrenne Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $229k 1.5k 148.31

More positions owned by Wrenne Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Series Trust ST STR SP600SM C (SLYV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust ST STR P500GRW (SPYG)

View all positions for Wrenne Financial Planning

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index