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iShares S&P SmallCap 600 Index shares owned by Kuntz Lesher Capital

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

Historical chart of Kuntz Lesher Capital 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 Kuntz Lesher Capital 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 Kuntz Lesher Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $49M 414k 118.83
2025-06-30 $46M 416k 109.29
2025-03-31 $43M 407k 104.57
2024-12-31 $45M 388k 115.22
2024-09-30 $44M 374k 116.96
2024-06-30 $39M 365k 106.66
2024-03-31 $39M 351k 110.52
2023-12-31 $36M 329k 108.25
2023-09-30 $30M 315k 94.33
2023-06-30 $32M 319k 99.65
2023-03-31 $30M 312k 96.70
2022-12-31 $29M 307k 94.64
2022-09-30 $26M 301k 87.19
2022-06-30 $27M 292k 92.41
2022-03-31 $31M 290k 107.88
2021-12-31 $32M 280k 114.51
2021-09-30 $30M 271k 109.19
2021-06-30 $30M 267k 112.98
2021-03-31 $29M 267k 108.53
2020-12-31 $25M 267k 91.90
2020-09-30 $19M 265k 70.23
2020-06-30 $18M 261k 68.29
2020-03-31 $12M 214k 56.11
2019-12-31 $13M 152k 83.85
2019-09-30 $12M 157k 77.83
2019-06-30 $12M 156k 78.27
2019-03-31 $12M 151k 77.14
2018-12-31 $9.6M 138k 69.34
2018-09-30 $10M 115k 87.28
2018-06-30 $8.8M 105k 83.59
2018-03-31 $7.8M 101k 77.04
2017-12-31 $6.8M 88k 76.81
2017-09-30 $4.5M 61k 74.11
2017-06-30 $2.5M 35k 70.18
2017-03-31 $569k 8.2k 69.09
2016-12-31 $251k 1.8k 137.31

More positions owned by Kuntz Lesher Capital

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p400 (SPMD)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio S&p600 (SPSM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kuntz Lesher Capital

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
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