Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares S&P SmallCap 600 Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth 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 Empirical Financial Services, LLC d/b/a Empirical Wealth 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 112k 118.83
2025-06-30 $11M 102k 109.29
2025-03-31 $10M 98k 104.57
2024-12-31 $11M 93k 115.22
2024-09-30 $10M 88k 116.96
2024-06-30 $7.8M 74k 106.66
2024-03-31 $7.2M 65k 110.52
2023-12-31 $6.5M 60k 108.25
2023-09-30 $4.8M 51k 94.33
2023-06-30 $3.9M 39k 99.65
2023-03-31 $1.1M 11k 96.70
2022-12-31 $956k 10k 94.64
2022-09-30 $1.0M 12k 87.21
2022-06-30 $1.1M 12k 92.40
2022-03-31 $1.1M 9.9k 107.89
2021-12-31 $1.4M 12k 114.51
2021-09-30 $1.3M 12k 109.23
2021-06-30 $991k 8.8k 113.01
2021-03-31 $609k 5.6k 108.54
2020-12-31 $595k 6.5k 91.95
2020-09-30 $377k 5.4k 70.22
2020-06-30 $357k 5.2k 68.29
2020-03-31 $615k 11k 56.11
2019-12-31 $1.1M 13k 83.82
2019-09-30 $813k 10k 77.84
2019-06-30 $683k 8.7k 78.24
2019-03-31 $410k 5.3k 77.15
2018-12-31 $376k 5.4k 69.27
2018-09-30 $548k 6.3k 87.25
2018-06-30 $436k 5.2k 83.43
2018-03-31 $398k 1.8k 219.40
2017-12-31 $401k 5.2k 76.89
2017-09-30 $307k 4.1k 74.10
2017-06-30 $290k 4.1k 70.00
2017-03-31 $287k 4.1k 69.27
2016-12-31 $444k 3.2k 137.46
2016-09-30 $346k 2.8k 124.10
2016-06-30 $312k 2.7k 116.07
2015-12-31 $282k 2.6k 110.29
2015-09-30 $274k 2.6k 106.41
2015-06-30 $301k 2.6k 117.72
2015-03-31 $302k 2.6k 118.11
2014-12-31 $292k 2.6k 114.20
2014-09-30 $267k 2.6k 104.42
2014-06-30 $283k 2.5k 112.21
2014-03-31 $290k 2.6k 109.97

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View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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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
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View all funds holding iShares S&P SmallCap 600 Index