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

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

Historical chart of MY 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 MY 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 MY Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $249k 2.3k 110.52
2023-12-31 $683k 6.3k 108.25
2023-09-30 $594k 6.3k 94.33
2023-06-30 $630k 6.3k 99.65
2023-03-31 $545k 5.6k 96.70
2022-12-31 $528k 5.6k 94.64

More positions owned by MY Wealth Management

Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Pacer Fds Tr Globl Cash Etf (GCOW)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Vanguard World Inf Tech Etf (VGT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vaneck Etf Trust Preferred Securt (PFXF)
Ishares Silver Tr Ishares (SLV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Mcp Etf (IJH)
Bentley Sys Com Cl B (BSY)

View all positions for MY 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