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iShares S&P SmallCap 600 Index shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services 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 OneAscent Financial Services 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 OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $399k 3.3k 120.18
2025-09-30 $254k 2.1k 118.82
2025-06-30 $267k 2.4k 109.52
2024-12-31 $233k 2.0k 115.35

More positions owned by OneAscent Financial Services

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Enhanc (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for OneAscent Financial Services

Top funds holding iShares S&P SmallCap 600 Index

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