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iShares S&P SmallCap 600 Index shares owned by J. Derek Lewis & Associates

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by J. Derek Lewis & Associates from 13F filings

Historical chart of J. Derek Lewis & Associates 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 J. Derek Lewis & Associates 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 J. Derek Lewis & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 1.6k 124.32

More positions owned by J. Derek Lewis & Associates

Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Dividend Growe Shs Etf (CGDG)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Tesla Motors (TSLA)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Conservative E SHS (CGCV)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)

View all positions for J. Derek Lewis & Associates

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
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