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iShares S&P SmallCap 600 Index shares owned by Elevation Advisory Partners

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

Historical chart of Elevation Advisory Partners 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 Elevation Advisory Partners 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 Elevation Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $280k 2.2k 127.67

More positions owned by Elevation Advisory Partners

NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Arm Holdings Sponsored Ads (ARM)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Spdr Gold Tr Gold Shs (GLD)
Argan (AGX)
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)

View all positions for Elevation Advisory Partners

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index