Adelphi Trust »

iShares S&P SmallCap 600 Index shares owned by Adelphi Trust

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

Historical chart of Adelphi Trust 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 Adelphi Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Adelphi Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $415k 3.5k 120.18

More positions owned by Adelphi Trust

Vanguard Index Fds Exchange Traded Fund (VO)
Microsoft Corp Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Apple Common Stock (AAPL)
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)
Ishares Tr Exchange Traded Fund (IEFA)
Alphabet Common Stock (GOOGL)
Dimensional Etf Trust Exchange Traded Fund (DFAS)
Alphabet Common Stock (GOOG)
American Centy Etf Tr Exchange Traded Fund (AVEM)
Broadcom Common Stock (AVGO)
Booking Holdings Common Stock (BKNG)
Amazon Common Stock (AMZN)
Visa Common Stock (V)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Adelphi Trust

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index