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iShares S&P SmallCap 600 Index shares owned by Fortress Financial Solutions

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

Historical chart of Fortress Financial Solutions 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 Fortress Financial Solutions 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 Fortress Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 27k 118.83
2025-06-30 $2.8M 26k 109.29
2025-03-31 $2.6M 25k 104.57
2024-12-31 $2.8M 24k 115.22

More positions owned by Fortress Financial Solutions

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard World Mega Cap Index (MGC)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Amazon (AMZN)

View all positions for Fortress Financial Solutions

Top funds holding iShares S&P SmallCap 600 Index

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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
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index