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iShares S&P SmallCap 600 Index shares owned by LM Advisors

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

Historical chart of LM Advisors 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 LM Advisors 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 2.0k 119.06
2025-06-30 $214k 2.0k 109.35
2025-03-31 $205k 2.0k 104.75
2024-12-31 $225k 2.0k 114.97
2024-09-30 $225k 1.9k 116.76
2024-03-31 $213k 1.9k 110.53
2023-12-31 $287k 2.6k 108.25

More positions owned by LM Advisors

Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Berkshire Hathaway Inc Del Cl B Cl B (BRK.B)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 Etf (DIA)
Meta Platforms Inc Cl A Cl A (META)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)

View all positions for LM Advisors

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