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

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

Historical chart of Lummis 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 Lummis 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 Lummis Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2k 27 120.19

More positions owned by Lummis Asset Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Matador Resources (MTDR)
Alphabet Com Class C (GOOG)
Berkshire Hathaway Com Class B
Oracle Corporation (ORCL)
General Dynamics Corporation (GD)
Goldman Sachs (GS)
Black Stone Minerals (BSM)
Triple Flag Precious Metals (TFPM)
Ross Stores (ROST)
Abbott Laboratories (ABT)
Thermo Fisher Scientific (TMO)
American International (AIG)
Acushnet Holdings Corp (GOLF)

View all positions for Lummis Asset Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index