Evanson Asset Management »

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

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

Historical chart of Evanson 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 Evanson Asset Management 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 Evanson Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 20k 118.83
2025-06-30 $2.2M 20k 109.29
2025-03-31 $2.1M 20k 104.57
2024-12-31 $2.5M 22k 115.22
2024-09-30 $2.6M 22k 116.96
2024-06-30 $2.3M 22k 106.66
2024-03-31 $2.4M 22k 110.52
2023-12-31 $2.3M 22k 108.25
2023-09-30 $2.1M 22k 94.33
2023-06-30 $2.2M 22k 99.65
2023-03-31 $2.1M 22k 96.70
2022-12-31 $1.9M 22k 87.19
2022-09-30 $1.9M 22k 87.20
2022-06-30 $2.0M 22k 92.43
2022-03-31 $2.3M 22k 107.89
2021-12-31 $2.5M 22k 114.52
2021-09-30 $2.4M 21k 112.62
2021-06-30 $1.2M 11k 112.98
2021-03-31 $1.1M 10k 108.49
2020-12-31 $948k 10k 91.85
2020-09-30 $682k 9.7k 70.20
2020-06-30 $684k 10k 68.29
2020-03-31 $451k 8.0k 56.09
2019-12-31 $675k 8.1k 83.80
2019-09-30 $626k 8.0k 77.86
2019-06-30 $656k 8.4k 78.29
2019-03-31 $646k 8.4k 77.17
2018-12-31 $476k 6.9k 69.36
2018-09-30 $598k 6.9k 87.24
2018-06-30 $555k 6.7k 83.43
2018-03-31 $499k 6.5k 77.08
2017-12-31 $474k 6.2k 76.85
2017-09-30 $458k 6.2k 74.25
2017-06-30 $206k 2.9k 70.14

More positions owned by Evanson Asset Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Sprott Asset Management Physical Gold Tr (PHYS)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Listed Fds Tr Roundhill Ball (METV)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Evanson 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