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iShares S&P SmallCap 600 Index shares owned by Aspect Partners

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

Historical chart of Aspect 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 Aspect 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 Aspect Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.1M 52k 118.83
2025-06-30 $5.4M 49k 109.29
2025-03-31 $4.8M 46k 104.57
2024-12-31 $5.0M 44k 115.22
2024-09-30 $5.1M 44k 116.96
2024-06-30 $4.6M 43k 106.66
2024-03-31 $4.4M 40k 110.52
2023-12-31 $3.8M 35k 108.25

More positions owned by Aspect Partners

Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Spdr Gold Shares Etf (GLD)
Ishares Russell 2000 Etf Etf (IWM)
Return Stacked Global Stocks & Bonds Etf Etf (RSSB)
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)
Ishares Core S&p Small Cap Etf Etf (IJR)
Real Estate Select Sector Spdr Fund Etf (XLRE)
Distillate Small/mid Cash Flow Etf Etf (DSMC)
Ishares Gold Trust Etf (IAU)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Aspect 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