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iShares S&P SmallCap 600 Index shares owned by Wealth Effects

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

Historical chart of Wealth Effects 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 Wealth Effects 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 Wealth Effects

Quarter filed Position value Share count Share price at filing
2024-03-31 $770k 7.0k 110.52
2023-12-31 $896k 8.3k 108.24
2023-09-30 $636k 6.7k 94.33
2023-06-30 $672k 6.7k 99.65
2023-03-31 $654k 6.8k 96.70
2022-12-31 $715k 7.6k 94.64

More positions owned by Wealth Effects

Avadel Pharmaceuticals Sponsored Adr (AVDL)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
The Trade Desk Com Cl A (TTD)
Arrowhead Pharmaceuticals (ARWR)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr Core S&p500 Etf (IVV)
International Business Machines (IBM)
Chevron Corporation (CVX)

View all positions for Wealth Effects

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