Modus Advisors »

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

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

Historical chart of Modus 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 Modus 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 Modus Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $639k 5.4k 118.84
2025-06-30 $590k 5.4k 109.28
2025-03-31 $555k 5.3k 104.58
2024-12-31 $610k 5.3k 115.22
2024-09-30 $540k 4.6k 116.97
2024-06-30 $911k 8.5k 106.67
2024-03-31 $966k 8.7k 110.52
2023-12-31 $331k 3.1k 108.25

More positions owned by Modus Advisors

Ishares Gold Trust Etf (IAU)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Total Stock Market Etf Etf (VTI)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Chase & Co Stock (JPM)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Palo Alto Networks Stock (PANW)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)

View all positions for Modus 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