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iShares S&P SmallCap 600 Index shares owned by 3Chopt Investment Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by 3Chopt Investment Partners from 13F filings

Historical chart of 3Chopt Investment Partners 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 3Chopt Investment Partners 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 3Chopt Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $612k 5.2k 118.83
2025-06-30 $569k 5.2k 109.29
2025-03-31 $544k 5.2k 104.57
2024-06-30 $522k 4.9k 106.66
2023-12-31 $543k 5.0k 108.25

More positions owned by 3Chopt Investment Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vistra Energy (VST)
Meta Platforms Cl A (META)
McKesson Corporation (MCK)
Philip Morris International (PM)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Amazon (AMZN)

View all positions for 3Chopt Investment Partners

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index