Maxele Advisors »

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

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

Historical chart of Maxele 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 Maxele Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Maxele Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.3M 12k 109.29
2025-03-31 $1.2M 12k 104.57
2024-12-31 $1.4M 12k 115.22
2022-09-30 $622k 7.1k 87.19
2022-06-30 $678k 7.3k 92.41
2022-03-31 $901k 8.3k 107.88
2021-12-31 $1.1M 9.2k 114.51

More positions owned by Maxele Advisors

First Tr Exchange-traded SHS (QTEC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Indl (XLI)
Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Ishares Semicdtr (SOXX)
Fidelity Covington Trust Msci Energy Idx (FENY)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Maxele 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