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iShares S&P SmallCap 600 Index shares owned by Aspetuck Financial Management

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

Historical chart of Aspetuck Financial 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 Aspetuck Financial 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 Aspetuck Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 45k 118.83
2025-06-30 $4.9M 45k 109.29
2025-03-31 $4.7M 45k 104.57
2024-12-31 $5.6M 49k 115.22

More positions owned by Aspetuck Financial Management

Nvidia Corporation Om (NVDA)
Spdr Series Trust Loomberg Invt (FLRN)
Microsoft Corp Om (MSFT)
Fidelity Covington Trust Sci Info Tech I (FTEC)
Ishares Tr Ore S&p Scp Etf (IJR)
Alphabet Ap Stk Cl A (GOOGL)
Apple Om (AAPL)
Rambus Inc Del Om (RMBS)
Spdr Index Shs Fds Ortfolio Devlpd (SPDW)
Broadcom Om (AVGO)
Spdr Series Trust Ortfolio Short (SPSB)
Jpmorgan Chase & Co. Om (JPM)
Spdr Series Trust Ortfolio S&p400 (SPMD)
Wisdomtree Tr Loatng Rat Trea (USFR)
Spdr Series Trust Rtflo S&p500 Gw (SPYG)

View all positions for Aspetuck Financial Management

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