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iShares S&P SmallCap 600 Index shares owned by AtlasMark Financial

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

Historical chart of AtlasMark Financial 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 AtlasMark Financial 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 AtlasMark Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.1M 51k 120.18
2025-12-31 $6.1M 51k 120.18
2025-09-30 $6.1M 51k 118.83
2025-06-30 $5.0M 46k 109.29
2025-03-31 $4.8M 46k 104.57
2024-12-31 $5.2M 45k 115.22
2024-09-30 $5.0M 43k 116.96
2023-06-30 $4.3M 43k 99.65
2023-03-31 $4.1M 43k 96.70
2022-09-30 $3.7M 43k 87.19
2022-06-30 $3.8M 41k 92.41
2022-03-31 $4.3M 40k 107.88
2021-12-31 $4.6M 40k 114.51
2021-09-30 $4.3M 40k 109.19
2021-06-30 $4.5M 40k 112.98
2021-03-31 $4.3M 40k 108.53
2020-12-31 $3.6M 39k 91.90
2020-09-30 $2.7M 39k 70.23
2020-06-30 $2.4M 34k 68.29
2020-03-31 $1.3M 23k 56.11
2019-12-31 $1.5M 18k 83.85
2019-09-30 $1.3M 17k 77.84

More positions owned by AtlasMark Financial

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Euro (IEUR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core High Dv Etf (HDV)

View all positions for AtlasMark Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
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