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iShares S&P SmallCap 600 Index shares owned by Financial Consulate

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

Historical chart of Financial Consulate 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 Financial Consulate 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 Financial Consulate

Quarter filed Position value Share count Share price at filing
2025-12-31 $412k 3.4k 120.18
2025-09-30 $336k 2.8k 118.83
2022-12-31 $427k 4.5k 94.64
2019-03-31 $304k 3.9k 77.10
2018-09-30 $240k 2.7k 87.40
2017-12-31 $247k 3.2k 76.73
2017-09-30 $272k 3.7k 74.18
2017-06-30 $263k 3.7k 70.17
2017-03-31 $201k 2.9k 69.19

More positions owned by Financial Consulate

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Fundamental Us B (FNDB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Schwab Strategic Tr Fundamental Emer (FNDE)
Mccormick & Co Com Non Vtg (MKC)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Financial Consulate

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index