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iShares S&P SmallCap 600 Index shares owned by Ashford Advisors

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

Historical chart of Ashford Advisors 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 Ashford Advisors 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 Ashford Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $673k 5.7k 118.83
2025-06-30 $548k 1.3k 424.58
2025-03-31 $385k 3.7k 104.57

More positions owned by Ashford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Large Cap Etf (SCHX)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Ashford Advisors

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