Zrc Wealth Management »

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

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

Historical chart of Zrc 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 Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.1M 52k 116.96
2024-06-30 $5.4M 51k 106.66
2024-03-31 $5.4M 49k 110.51
2023-12-31 $4.3M 46k 94.46
2023-09-30 $4.3M 46k 94.33
2023-06-30 $4.4M 44k 99.97
2023-03-31 $4.1M 42k 96.70

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Reit Etf (SCHH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Zrc Wealth Management

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