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

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

Historical chart of Iron 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 Iron 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 Iron Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $287k 2.4k 120.18
2015-09-30 $222k 2.1k 106.53
2015-06-30 $246k 2.1k 118.04
2015-03-31 $3.9M 33k 118.02
2014-12-31 $2.4M 2.1k 1140.60
2014-09-30 $217k 2.1k 104.13
2014-06-30 $234k 2.1k 112.28
2013-12-31 $227k 2.1k 108.93

More positions owned by Iron Financial

Apple (AAPL)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Cme (CME)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Schwab Strategic Tr Internl Divid (SCHY)
Ishares Msci Gbl Min Vol (ACWV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Ibonds Dec2026 (IBDR)
Spdr Series Trust State Street Spd (SPSB)

View all positions for Iron Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index