Gradient Investments »

iShares S&P SmallCap 600 Index shares owned by Gradient Investments

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

Historical chart of Gradient Investments 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 Gradient Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Gradient Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $280k 1.9k 148.29
2024-06-30 $145k 1.4k 106.69
2024-03-31 $116k 1.0k 110.56
2023-12-31 $153k 1.4k 108.22
2023-09-30 $98k 1.0k 94.37
2023-06-30 $124k 1.2k 99.66
2023-03-31 $161k 1.7k 96.69
2022-12-31 $178k 1.9k 94.62
2022-09-30 $188k 2.2k 87.12
2022-06-30 $166k 1.8k 92.43
2022-03-31 $171k 1.6k 108.02
2021-12-31 $182k 1.6k 114.61
2021-09-30 $172k 1.6k 109.35
2021-06-30 $154k 1.4k 112.99
2021-03-31 $158k 1.5k 108.82
2020-12-31 $124k 1.8k 70.33
2020-09-30 $124k 1.8k 70.33
2020-06-30 $82k 1.2k 68.16
2020-03-31 $65k 1.2k 56.33
2019-12-31 $122k 1.5k 83.62
2019-09-30 $40k 514 77.82
2019-06-30 $105k 1.3k 77.95
2019-03-31 $29k 370 78.38
2018-12-31 $68k 987 68.90
2018-09-30 $80k 912 87.72
2018-06-30 $78k 930 83.87
2018-03-31 $90k 1.2k 76.73
2017-12-31 $57k 741 76.92
2017-06-30 $98k 1.4k 70.05
2017-03-31 $59k 851 69.33
2016-12-31 $87k 636 136.79
2016-09-30 $102k 824 123.79
2016-06-30 $136k 1.2k 116.64
2016-03-31 $165k 1.5k 112.40
2015-12-31 $1.7M 16k 110.14
2015-09-30 $11M 102k 106.57
2015-06-30 $11M 97k 117.88
2015-03-31 $11M 94k 118.04
2014-09-30 $2.0k 17 117.65
2014-03-31 $68k 620 109.68
2013-12-31 $38k 345 110.14
2013-09-30 $34k 345 98.55
2013-06-30 $31k 345 89.86

More positions owned by Gradient Investments

Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Doubleline Etf Trust Mortgage Etf (DMBS)
Apple (AAPL)
Amazon (AMZN)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Alphabet Cap Stk Cl C (GOOG)
Janus Detroit Str Tr Henderson Mtg (JMBS)
World Gold Tr Spdr Gld Minis (GLDM)
Aim Etf Products Trust Allianzim Us Equ (SEPU)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares U S Etf Tr U.s. Tech Indepd (IETC)

View all positions for Gradient Investments

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index