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iShares S&P SmallCap 600 Index shares owned by DDFG

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

Historical chart of DDFG 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 DDFG 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 DDFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $288M 2.4k 118819.12
2025-06-30 $262M 2.4k 109291.37
2025-03-31 $250M 2.4k 104585.46
2024-12-31 $275M 2.4k 115242.88
2024-09-30 $275M 2.3k 116960.37
2024-06-30 $235M 2.2k 106681.78
2024-03-31 $243M 2.2k 110535.42
2023-09-30 $278M 2.9k 94328.58
2023-06-30 $304M 3.1k 99648.64
2023-03-31 $293M 3.0k 96690.02
2022-12-31 $537M 5.7k 94632.92

More positions owned by DDFG

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Gold Tr Gold Shs (GLD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for DDFG

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