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iShares S&P SmallCap 600 Index shares owned by Lewis Asset Management

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

Historical chart of Lewis Asset Management 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 Lewis Asset Management 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 Lewis Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 26k 116.96
2024-06-30 $2.7M 25k 106.66
2024-03-31 $2.8M 25k 110.52
2023-12-31 $2.6M 24k 108.25

More positions owned by Lewis Asset Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr S&p Divid Etf (SDY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Rithm Capital Corp Com New (RITM)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Crowdstrike Hldgs Cl A (CRWD)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Viking Therapeutics (VKTX)

View all positions for Lewis Asset Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index