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iShares S&P SmallCap 600 Index shares owned by Bauman Advisory Group

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

Historical chart of Bauman Advisory Group 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 Bauman Advisory Group 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 Bauman Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8M 40k 120.18

More positions owned by Bauman Advisory Group

Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Gold Tr Shares Represent (IAUM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Apple (AAPL)
Ishares Tr Usd Inv Grde Etf (USIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Zacks Trust Small/mid Cap (SMIZ)

View all positions for Bauman Advisory Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index