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iShares S&P SmallCap 600 Index shares owned by M3 Advisory Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory 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 M3 Advisory Group 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 M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $335k 2.8k 118.84
2025-06-30 $311k 2.8k 109.30
2025-03-31 $298k 2.8k 104.58
2024-12-31 $324k 2.8k 115.23
2024-09-30 $329k 2.8k 116.97
2024-06-30 $288k 2.7k 106.66
2024-03-31 $358k 3.2k 110.52
2023-12-31 $346k 3.2k 108.25

More positions owned by M3 Advisory Group

Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for M3 Advisory 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