Ehrlich Financial Group »

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

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

Historical chart of Ehrlich 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 Ehrlich Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Ehrlich Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 11k 118.83
2025-06-30 $1.4M 13k 109.29
2025-03-31 $1.3M 12k 104.57
2024-12-31 $1.0M 8.7k 115.22
2024-09-30 $279k 2.4k 116.94
2024-06-30 $266k 2.5k 106.64
2024-03-31 $618k 5.6k 110.51

More positions owned by Ehrlich Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Select Sector Spdr Tr Technology (XLK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Gold Tr Ishares New (IAU)

View all positions for Ehrlich Financial Group

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