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iShares S&P SmallCap 600 Index shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial Partners 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 Cascade Financial Partners 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 Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $458k 3.9k 118.82
2025-06-30 $421k 3.9k 109.30
2025-03-31 $389k 3.7k 104.58
2024-12-31 $430k 3.7k 115.23
2024-09-30 $415k 3.6k 115.39
2024-06-30 $247k 2.3k 106.66

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)

View all positions for Cascade Financial Partners

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