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iShares S&P SmallCap 600 Index shares owned by EFG Asset Management

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

Historical chart of EFG Asset Management 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 EFG Asset Management 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 EFG Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 174k 118.83
2025-06-30 $19M 172k 109.29
2025-03-31 $17M 165k 104.57
2024-12-31 $20M 172k 115.22
2024-09-30 $20M 173k 116.96
2018-03-31 $245k 3.2k 77.14

More positions owned by EFG Asset Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Mastercard Incorporated Cl A (MA)
Ishares Gold Tr Ishares New (IAU)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Meta Platforms Cl A (META)
Ishares Tr Msci Emg Mkt Etf (EEM)
Cme (CME)
Ishares Tr Msci Usa Value (VLUE)

View all positions for EFG Asset Management

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