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iShares S&P SmallCap 600 Index shares owned by Bellevue Asset Management

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

Historical chart of Bellevue Asset 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 Bellevue Asset Management 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 Bellevue Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $48k 402 119.11
2025-06-30 $44k 401 109.41
2025-03-31 $42k 400 104.57
2024-12-31 $46k 400 115.22

More positions owned by Bellevue Asset Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchange- Traded Fst Low Oppt Etf (LMBS)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Jp Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard World Fds Inf Tech Etf (VGT)
Tcw Etf Trust Flexible Income (FLXR)
Jp Morgan Exchange Traded F Short Dura Core (JSCP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Starbucks Corporation (SBUX)
Blackrock Etf Trust Ishares Technolo (TEK)

View all positions for Bellevue Asset Management

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