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

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

Historical chart of Gimbal Financial 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 Gimbal Financial 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 Gimbal Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 2.3k 118.83
2025-06-30 $247k 2.3k 109.29
2025-03-31 $236k 2.3k 104.57
2024-12-31 $260k 2.3k 115.22
2024-09-30 $260k 2.3k 114.98

More positions owned by Gimbal Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Us Consum Discre (IYC)
Ishares Tr Intl Sel Div Etf (IDV)
Eli Lilly & Co. (LLY)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Msci Gbl Gold Mn (RING)
Pacer Fds Tr Trendpilot 100 (PTNQ)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Microsoft Corporation (MSFT)
Pacer Fds Tr Trendpilot Eur (PTEU)
Apple (AAPL)

View all positions for Gimbal Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
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