Atticus Wealth Management »

iShares S&P SmallCap 600 Index shares owned by Atticus Wealth Management

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

Historical chart of Atticus Wealth 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 Atticus Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 27k 120.18
2025-09-30 $3.2M 27k 118.83
2025-06-30 $2.8M 26k 109.29
2025-03-31 $2.4M 23k 104.57
2024-12-31 $577 5 115.40
2024-09-30 $585 5 117.00
2024-06-30 $1.7k 16 106.69
2024-03-31 $15k 136 110.55
2023-12-31 $16k 146 108.27
2023-09-30 $3.8k 38 99.66
2023-06-30 $3.8k 38 99.66
2023-03-31 $8.5k 88 96.70
2022-12-31 $29k 301 94.64
2022-09-30 $30k 322 93.17
2022-06-30 $30k 322 93.17
2022-03-31 $35k 322 108.70
2021-12-31 $27k 234 115.38
2021-09-30 $26k 234 111.11
2021-06-30 $51k 451 113.08
2021-03-31 $49k 450 108.89
2020-12-31 $44k 473 93.02
2020-09-30 $15k 216 69.44
2020-06-30 $15k 215 69.77
2020-03-31 $12k 213 56.34
2019-12-31 $18k 213 84.51

More positions owned by Atticus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Coca-Cola Company (KO)
Vanguard Whitehall Fds High Div Yld (VYM)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Atticus Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index