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iShares S&P SmallCap 600 Index shares owned by Coastwise Capital Group

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

Historical chart of Coastwise Capital Group 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 Coastwise Capital Group 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 Coastwise Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 2.1k 118.82

More positions owned by Coastwise Capital Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Verizon Communications (VZ)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
General Dynamics Corporation (GD)

View all positions for Coastwise Capital Group

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