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iShares S&P SmallCap 600 Index shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services 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 Diversify Advisory Services 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 17k 118.04
2025-06-30 $2.0M 17k 114.38
2025-03-31 $1.3M 13k 100.84
2024-12-31 $2.0M 18k 113.08
2024-09-30 $2.0M 18k 115.39
2024-06-30 $1.7M 16k 105.54
2024-03-31 $1.5M 14k 109.39

More positions owned by Diversify Advisory Services

NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
World Gold Tr Spdr Gld Minis (GLDM)
Advanced Micro Devices (AMD)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Diversify Advisory Services

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