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iShares S&P SmallCap 600 Index shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners 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 Live Oak Investment Partners 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 Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 34k 118.83
2025-06-30 $3.5M 32k 109.29
2025-03-31 $3.4M 32k 104.57
2024-12-31 $3.6M 32k 115.33
2024-09-30 $3.7M 31k 116.97
2024-06-30 $3.4M 32k 106.66
2023-12-31 $3.2M 30k 108.26
2023-09-30 $2.8M 30k 94.33
2023-06-30 $3.0M 30k 99.65
2023-03-31 $2.8M 29k 96.67
2022-12-31 $2.8M 29k 94.63

More positions owned by Live Oak Investment Partners

Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
New York Life Investments Et Nyli Hedge Multi (QAI)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Scp Etf (IJR)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Netflix (NFLX)
Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Msci Emrg Chn (EMXC)

View all positions for Live Oak Investment Partners

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