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iShares S&P SmallCap 600 Index shares owned by Essential Partners

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

Historical chart of Essential 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 Essential 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 Essential Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 1.4k 148.26
2026-03-31 $186k 1.5k 124.34
2025-12-31 $170k 1.4k 120.21
2025-09-30 $168k 1.4k 118.84
2025-06-30 $88k 803 109.29

More positions owned by Essential Partners

Sprott Gold Convert to Physical Cef (PHYS)
Vanguard Short-Term USTS Etf (VGSH)
iShares S&P 500 Etf (IVV)
Schwab Fundamental Int'l Broad Etf (FNDF)
Schwab Fundamental U.S. Broad Etf (FNDB)
iShares 0-3 Month T-Bills ETF Etf (SGOV)
iShares Core MSCI Emerging Markets Etf (IEMG)
iShares MSCI Emerging Markets Ex-China Etf (EMXC)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
GMO US Value Etf (GMOV)
Micron Technology Stock (MU)
Comfort Sys Usa Stock (FIX)
Energy ETF Etf (XLE)
Schwab International Etf (SCHF)

View all positions for Essential Partners

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index