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iShares S&P SmallCap 600 Index shares owned by JDM Financial Group

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

Historical chart of JDM Financial Group 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 JDM Financial Group 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 JDM Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $90k 755 118.83
2025-06-30 $83k 762 109.29
2025-03-31 $80k 762 104.57
2024-12-31 $88k 762 115.22
2024-09-30 $76k 652 116.96
2024-03-31 $69k 626 110.59
2023-12-31 $88k 816 108.24
2023-09-30 $77k 814 94.37
2023-06-30 $81k 814 99.70
2023-03-31 $79k 813 96.75
2022-12-31 $26k 277 94.79

More positions owned by JDM Financial Group

Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares S&p 500 Index Etf (IVV)
Vanguard Reit Index Etf Etf (VNQ)
Vanguard Mid Cap Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Spdr S&p 500 Etf Trust Etf (SPY)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio S&p 500 Etf Etf (SPLG)

View all positions for JDM Financial Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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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