Lakeshore Capital Group »

iShares S&P SmallCap 600 Index shares owned by Lakeshore Capital Group

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

Historical chart of Lakeshore Capital 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 Lakeshore Capital Group 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 Lakeshore Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 1.9k 118.80
2025-06-30 $201k 1.8k 109.30
2024-12-31 $212k 1.8k 115.23

More positions owned by Lakeshore Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Quality (GARP)
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Apple (AAPL)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Costco Wholesale Corporation (COST)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ishares Tr U.s. Tech Etf (IYW)
Alibaba Group Hldg Sponsored Ads (BABA)
Alphabet Cap Stk Cl A (GOOGL)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Lakeshore Capital Group

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