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iShares S&P SmallCap 600 Index shares owned by Beckerman Institutional

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

Historical chart of Beckerman Institutional 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 Beckerman Institutional 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 Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 11k 118.84
2025-06-30 $1.3M 12k 109.27
2025-03-31 $1.4M 13k 104.54
2024-12-31 $1.5M 13k 115.22
2024-09-30 $1.4M 12k 116.97

More positions owned by Beckerman Institutional

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Doubleline Etf Trust Opportunistic Co (DBND)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Alphabet Cap Stk Cl A (GOOGL)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tcw Etf Trust Flexible Income (FLXR)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Beckerman Institutional

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