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iShares S&P SmallCap 600 Index shares owned by Disciplined Investors

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

Historical chart of Disciplined Investors 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 Disciplined Investors 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 Disciplined Investors

Quarter filed Position value Share count Share price at filing
2026-06-30 $222k 1.5k 148.28

More positions owned by Disciplined Investors

Ishares Tr Intl Sel Div Etf (IDV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Glob Co Plus Etf (DFGP)
Intel Corporation (INTC)
Spdr Series Trust ST STR SP600 SML (SPSM)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Huntington Bancshares Incorporated (HBAN)

View all positions for Disciplined Investors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Jones Financial Companies, L.L
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index