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iShares S&P SmallCap 600 Index shares owned by Foster Group

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

Historical chart of Foster Group 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 Foster Group 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 Foster Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $958k 8.1k 118.83
2025-06-30 $870k 8.0k 109.29
2025-03-31 $433k 4.1k 104.57
2024-12-31 $546k 4.7k 115.22
2024-09-30 $1.1M 9.6k 116.96
2024-06-30 $1.0M 9.5k 106.66
2024-03-31 $1.1M 10k 110.52
2023-03-31 $407k 4.2k 96.70
2022-06-30 $244k 2.6k 92.35
2022-03-31 $204k 1.9k 107.71

More positions owned by Foster Group

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Foster Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
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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