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iShares S&P SmallCap 600 Index shares owned by Foundry Financial Group

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

Historical chart of Foundry Financial 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 Foundry Financial 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 Foundry Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $368k 3.1k 118.83
2025-06-30 $344k 3.1k 109.29
2025-03-31 $355k 3.4k 104.57
2024-12-31 $528k 4.6k 115.22
2024-09-30 $536k 4.6k 116.96
2024-06-30 $520k 4.9k 106.66
2024-03-31 $847k 7.7k 110.52
2023-12-31 $1.2M 11k 108.25

More positions owned by Foundry Financial Group

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr International Lr (AVIV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Active Growth (JGRO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core High Dv Etf (HDV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)

View all positions for Foundry Financial Group

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