Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Frisco Financial Planning »

iShares S&P SmallCap 600 Index shares owned by Frisco Financial Planning

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

Historical chart of Frisco Financial Planning 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 Frisco Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Frisco Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$354k	2.8k	124.30
2025-12-31	$272k	2.3k	120.19
2025-09-30	$215k	1.8k	118.80
2025-06-30	$207k	1.9k	109.27
2025-03-31	$195k	1.9k	104.55

More positions owned by Frisco Financial Planning

Vanguard Small-Cap ETF Exchange Traded Fund (VB)

Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)

Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)

Schwab US Large-Cap ETF Exchange Traded Fund (SCHX)

Vanguard Interm-Term Corp Bd ETF Exchange Traded Fund (VCIT)

Vanguard Short-Term Infl-Prot Secs ETF Exchange Traded Fund (VTIP)

iShares Core US Aggregate Bond ETF Exchange Traded Fund (AGG)

SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)

iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)

Vanguard Total International Bond ETF Exchange Traded Fund (BNDX)

Schwab US REIT ETF Exchange Traded Fund (SCHH)

Schwab US Small-Cap ETF Exchange Traded Fund (SCHA)

Vanguard Real Estate ETF Exchange Traded Fund (VNQ)

SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPYM)

Schwab International Equity ETF Exchange Traded Fund (SCHF)

View all positions for Frisco Financial Planning

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company

Bank of America Corporation

Envestnet Asset Management

Jones Financial Companies, L.L

Wells Fargo & Company

Raymond James Financial

Bank of New York Mellon

Financial Engines Advisors L.L.C

Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z