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iShares S&P SmallCap 600 Index shares owned by WealthStone

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

Historical chart of WealthStone 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 WealthStone 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 WealthStone

Quarter filed Position value Share count Share price at filing
2021-03-31 $5.9M 55k 108.52
2020-12-31 $4.7M 51k 91.89
2020-09-30 $3.7M 53k 70.23
2020-06-30 $4.3M 63k 68.29
2020-03-31 $28M 495k 56.11
2019-12-31 $4.3M 51k 83.75
2019-09-30 $5.3M 68k 77.84
2019-06-30 $5.2M 66k 78.28

More positions owned by WealthStone

Ishares TRUST Equities (MUB)
Ishares Core S&P 500 ETF Equities (IVV)
Ishares BarCap Aggregate Bond Index Equities (AGG)
Ishares Russell 1000 Index Equities (IWB)
Goldman Sachs Acss Invmt Grd Corp Bd ETF Equities (GIGB)
Vanguard Corp Bond Etf Equities (VCIT)
Microsoft Corp. Equities (MSFT)
Amazon Equities (AMZN)
Ishares Core S&P Small-Cap ETF Equities (IJR)
Ncino Equities
Facebook Inc Class A Equities (META)
Shyft Group Equities (SHYF)
Google Inc Class A Equities (GOOGL)
Johnson & Johnson Equities (JNJ)
Google Inc Class C Equities (GOOG)

View all positions for WealthStone

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