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iShares S&P SmallCap 600 Index shares owned by BankPlus Trust Department

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

Historical chart of BankPlus Trust Department 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 BankPlus Trust Department 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 BankPlus Trust Department

Quarter filed Position value Share count Share price at filing
2025-09-30 $75k 632 118.83
2025-06-30 $74k 678 109.29
2025-03-31 $113k 1.1k 104.57

More positions owned by BankPlus Trust Department

iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
John Hancock Exchange Traded multifactor mi (JHMM)
Progressive Corporation (PGR)
Abbvie (ABBV)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Trust Series 1 (QQQ)
W.W. Grainger (GWW)
Automatic Data Processing (ADP)
Procter & Gamble Company (PG)
Home Depot (HD)

View all positions for BankPlus Trust Department

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