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iShares S&P SmallCap 600 Index shares owned by Columbia Advisory Partners

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

Historical chart of Columbia Advisory 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 Columbia Advisory 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 Columbia Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $420k 3.5k 118.83
2025-06-30 $386k 3.5k 109.29
2023-03-31 $307k 3.2k 96.69
2022-12-31 $300k 3.2k 94.64

More positions owned by Columbia Advisory Partners

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Quality Grow (QGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Us Multifactor (USMF)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Msci Usa Mmentm (MTUM)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Sprott Asset Management Physical Gold An (CEF)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Core S&p Us Gwt (IUSG)
Sprott Asset Management Physical Silver (PSLV)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

View all positions for Columbia Advisory 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