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iShares S&P SmallCap 600 Index shares owned by Blue Fin Capital

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

Historical chart of Blue Fin Capital 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 Blue Fin Capital 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 Blue Fin Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 1.8k 118.83
2025-06-30 $208k 1.9k 109.29
2017-03-31 $268k 3.9k 69.07
2016-12-31 $227k 1.7k 137.58
2014-06-30 $211k 1.9k 112.23
2014-03-31 $328k 3.0k 110.25
2013-12-31 $385k 3.5k 109.22

More positions owned by Blue Fin Capital

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)
Spdr Gold Tr Gold Shs (GLD)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)

View all positions for Blue Fin Capital

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