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

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

Historical chart of Castle 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 Castle 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 Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $470k 4.3k 110.51
2023-12-31 $461k 4.3k 108.25
2023-09-30 $2.6M 28k 94.77
2023-06-30 $2.3M 23k 99.65
2023-03-31 $2.0M 21k 96.70
2022-12-31 $5.7M 60k 94.64
2022-09-30 $5.2M 59k 87.19
2022-06-30 $4.4M 48k 92.42

More positions owned by Castle Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
T Rowe Price Etf Floating Rate (TFLR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Etf Ser Solutions Aam Bahl & Gayn (SMIG)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Matthews Asia Fds Emerging Markets (MEMX)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Castle Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index