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iShares S&P SmallCap 600 Index shares owned by Conquis Financial

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

Historical chart of Conquis Financial 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 Conquis Financial 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 Conquis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 35k 118.83
2025-06-30 $3.8M 35k 109.29
2025-03-31 $3.7M 35k 104.57
2024-12-31 $4.1M 35k 115.22

More positions owned by Conquis Financial

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Schwab International Equity Etf Intl Eqty Etf (SCHF)
Dimensional U.s. Core Equity 2 Etf Us Core Equity 2 (DFAC)
Vanguard Intermediate-term Bond Etf Intermed Term (BIV)
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR)
Vanguard Mid-cap Value Etf Mcap Vl Idxvip (VOE)
Ishares California Muni Bond Etf Calif Mun Bd Etf (CMF)
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB)
Vanguard Core Bond Etf Core Bd Etf (VCRB)
Ishares Long-term National Muni Bond Etf Long Term Muni (LMUB)
Adobe Systems Incorporated (ADBE)
Ishares New York Muni Bond Etf New York Mun Etf (NYF)
Kkr & Co (KKR)

View all positions for Conquis Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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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