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iShares S&P SmallCap 600 Index shares owned by Montis Financial

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

Historical chart of Montis Financial 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 Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 23k 118.83
2025-06-30 $2.7M 25k 109.29
2025-03-31 $2.6M 24k 104.57
2024-12-31 $3.6M 31k 115.22
2024-09-30 $5.3M 45k 116.96

More positions owned by Montis Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

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