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iShares S&P SmallCap 600 Index shares owned by Agate Pass Investment Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Agate Pass Investment Management from 13F filings

Historical chart of Agate Pass Investment Management 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 Agate Pass Investment Management 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 Agate Pass Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $226k 1.5k 148.31
2023-12-31 $201k 1.9k 108.25
2022-03-31 $218k 2.0k 108.03
2021-12-31 $231k 2.0k 114.47

More positions owned by Agate Pass Investment Management

Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Abbvie (ABBV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Agate Pass Investment Management

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index