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iShares S&P SmallCap 600 Index shares owned by Saxon Interests

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

Historical chart of Saxon Interests 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 Saxon Interests 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 Saxon Interests

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 9.5k 110.52
2023-12-31 $1.1M 10k 108.25
2023-06-30 $954k 9.6k 99.65
2023-03-31 $925k 9.6k 96.70
2022-12-31 $955k 9.8k 97.03
2022-09-30 $927k 10k 92.17
2022-06-30 $929k 10k 92.39
2022-03-31 $1.1M 10k 107.87
2021-12-31 $1.2M 11k 113.50

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Msci Jpn Etf New (EWJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Chevron Corporation (CVX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Saxon Interests

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index