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iShares S&P SmallCap 600 Index shares owned by BridgePort Financial Solutions

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

Historical chart of BridgePort Financial Solutions 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 BridgePort Financial Solutions 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 BridgePort Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 23k 118.83
2025-06-30 $2.3M 21k 109.29
2025-03-31 $2.1M 20k 104.57
2024-12-31 $1.9M 17k 110.84

More positions owned by BridgePort Financial Solutions

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr S&p 100 Etf (OEF)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for BridgePort Financial Solutions

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