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iShares S&P SmallCap 600 Index shares owned by Mitchell Mcleod Pugh & Williams

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

Historical chart of Mitchell Mcleod Pugh & Williams investment in iShares S&P SmallCap 600 Index

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All positions including iShares S&P SmallCap 600 Index held by Mitchell Mcleod Pugh & Williams 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 Mitchell Mcleod Pugh & Williams

Quarter filed Position value Share count Share price at filing
2025-12-31 $272k 2.1k 131.97
2022-09-30 $216k 2.5k 87.17

More positions owned by Mitchell Mcleod Pugh & Williams

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Broadcom (AVGO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Mitchell Mcleod Pugh & Williams

Top funds holding iShares S&P SmallCap 600 Index

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