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iShares S&P SmallCap 600 Index shares owned by McAdam

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

Historical chart of McAdam 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 McAdam 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 McAdam

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 50k 118.83
2025-06-30 $5.5M 51k 109.29
2025-03-31 $4.7M 45k 104.57
2024-12-31 $13M 114k 115.22
2024-09-30 $13M 111k 116.96
2024-06-30 $233k 2.2k 106.67
2018-09-30 $1.0k 10 100.00

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for McAdam

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