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iShares S&P SmallCap 600 Index shares owned by North Star Asset Management

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

Historical chart of North Star Asset Management 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 North Star Asset Management 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 North Star Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 2.1k 118.83
2025-06-30 $202k 1.9k 109.29
2021-06-30 $235k 2.1k 113.14

More positions owned by North Star Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Us Broad Mkt Etf MFD (SCHB)
Vanguard Ttl Stk Mkt Etf MFD (VTI)
Spdr S&p Large Cap 500 Etf MFD (SPLG)
Alphabet Inc Class C cs (GOOG)
Ss&c Technologies Holding (SSNC)
Visa (V)
Amazon (AMZN)
Charles Schwab Corporation (SCHW)
Abbott Laboratories (ABT)
Fiserv (FI)
Abbvie (ABBV)
Broadcom (AVGO)
Stryker Corporation (SYK)

View all positions for North Star Asset Management

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