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iShares S&P SmallCap 600 Index shares owned by Dupree Financial Group

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

Historical chart of Dupree Financial Group 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 Dupree Financial Group 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 Dupree Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $717k 6.2k 115.22
2024-09-30 $736k 6.3k 116.95
2024-06-30 $3.2M 30k 106.66
2024-03-31 $5.3M 48k 110.52
2023-12-31 $5.1M 48k 108.25

More positions owned by Dupree Financial Group

Enbridge (ENB)
Agnc Invt Corp Com reit (AGNC)
British Amern Tob Sponsored Adr (BTI)
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Cincinnati Financial Corporation (CINF)
MercadoLibre (MELI)
Old Republic International Corporation (ORI)
Annaly Capital Management In Com New (NLY)
Chevron Corporation (CVX)
Kraft Heinz (KHC)
Visa Com Cl A (V)
Wp Carey (WPC)
General Motors Company (GM)
Realty Income (O)

View all positions for Dupree Financial Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index