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

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

Historical chart of Advantage 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 Advantage Trust 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 Advantage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $37k 307 118.83
2025-06-30 $34k 307 109.29
2025-03-31 $32k 307 104.57
2024-12-31 $35k 307 115.22
2024-09-30 $36k 307 116.96
2024-06-30 $33k 307 106.66
2024-03-31 $34k 307 110.52
2023-12-31 $33k 307 108.25

More positions owned by Advantage Trust

JP Morgan Active Growth ETF Active Growth (JGRO)
Vanguard Growth ETF Growth Etf (VUG)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
Vanguard Value ETF Value Etf (VTV)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Dimensional International Core Equity Market ETF Intl Core Eqt Mk (DFAI)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
Avantis US Large Cap Value ETF Us Large Cap Vlu (AVLV)
Fidelity Blue Chip Growth ETF Blue Chip Grwth (FBCG)
Vanguard Information Technology ETF Inf Tech Etf (VGT)
JP Morgan ActiveBuilders Emerging Markets Equity ETF Activebldrs Emer (JEMA)
iShares MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
Wal-Mart Stores (WMT)
Berkshire Hathaway Cl A (BRK.A)
Main Sector Rotation ETF Main Sectr Rotn (SECT)

View all positions for Advantage Trust

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