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iShares S&P SmallCap 600 Index shares owned by O'Keefe Stevens Advisory

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by O'Keefe Stevens Advisory from 13F filings

Historical chart of O'Keefe Stevens Advisory 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 O'Keefe Stevens Advisory 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 O'Keefe Stevens Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $634k 5.1k 124.31

More positions owned by O'Keefe Stevens Advisory

NVIDIA Corporation (NVDA)
Warrior Met Coal (HCC)
Corning Incorporated (GLW)
Aercap Holdings Nv SHS (AER)
Sphere Entertainment Cl A (SPHR)
Qualcomm (QCOM)
Amgen (AMGN)
Loews Corporation (L)
Bgc Group Cl A (BGC)
Callaway Golf Company (CALY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Weyerhaeuser Com New (WY)
Compass Minerals International (CMP)
Five Point Holdings Com Cl A (FPH)
M&T Bank Corporation (MTB)

View all positions for O'Keefe Stevens Advisory

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index