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

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

Historical chart of Alexis 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 Alexis 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 Alexis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $5.8M 56k 104.01
2024-12-31 $5.6M 49k 114.97

More positions owned by Alexis Investment Partners

Tjx Cos Stock (TJX)
Alexis Practical Tactical Etf Etf (LEXI)
Spdr Gold Shares Etf (GLD)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Global 100 Etf Etf (IOO)
Vanguard Dividend Appreciation Etf Etf (VIG)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Vanguard Mega Cap Growth Etf Etf (MGK)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)

View all positions for Alexis 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