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iShares S&P SmallCap 600 Index shares owned by Advisory Alpha

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

Historical chart of Advisory Alpha 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 Advisory Alpha 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 Advisory Alpha

Quarter filed Position value Share count Share price at filing
2025-09-30 $707k 5.9k 119.58
2025-06-30 $662k 6.1k 109.29
2025-03-31 $388k 3.7k 104.58
2024-12-31 $657k 5.7k 115.23
2024-09-30 $621k 5.3k 116.97
2024-06-30 $579k 5.4k 106.68
2024-03-31 $580k 5.2k 110.53
2023-12-31 $450k 4.2k 108.26
2023-09-30 $380k 4.0k 94.34
2023-06-30 $525k 5.3k 99.65
2023-03-31 $453k 4.7k 96.69
2022-12-31 $424k 4.5k 94.65
2022-09-30 $392k 4.5k 87.27
2022-06-30 $503k 5.4k 92.45
2022-03-31 $910k 8.4k 107.83
2021-12-31 $736k 6.4k 114.50
2021-09-30 $713k 6.5k 109.24
2021-06-30 $831k 7.4k 113.02
2021-03-31 $714k 6.6k 108.56
2020-12-31 $653k 7.1k 91.97
2020-09-30 $1.8k 8.0k 0.22
2020-06-30 $914k 12k 75.99
2020-03-31 $1.0M 18k 58.01
2019-12-31 $4.7M 56k 83.76
2019-09-30 $4.4M 58k 75.29
2019-06-30 $4.6M 59k 77.28
2019-03-31 $3.0M 38k 79.06
2018-12-31 $2.7M 35k 77.45
2018-09-30 $125k 1.7k 75.62
2018-06-30 $141k 1.6k 86.19
2018-03-31 $90k 1.1k 80.50
2017-12-31 $1.8M 23k 79.15
2017-09-30 $11M 146k 73.30
2017-06-30 $7.4M 106k 70.14
2017-03-31 $7.0M 102k 69.16
2016-12-31 $6.9M 100k 69.87

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Select Sector Spdr Tr Communication (XLC)
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View all positions for Advisory Alpha

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