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iShares S&P SmallCap 600 Index shares owned by Pacific Sage Partners

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

Historical chart of Pacific Sage Partners 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 Pacific Sage Partners 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 Pacific Sage Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $356k 3.0k 120.18
2025-09-30 $303k 2.6k 118.83
2025-06-30 $279k 2.6k 109.29
2025-03-31 $238k 2.3k 104.57
2024-12-31 $241k 2.1k 115.22
2024-09-30 $231k 2.0k 116.96
2024-06-30 $210k 2.0k 106.66
2024-03-31 $218k 2.0k 110.52
2023-12-31 $214k 2.0k 108.25

More positions owned by Pacific Sage Partners

Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Strategy Day Hagan Smart (SSUS)
Global X Fds Short-term Treas (SLDR)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Global X Fds 1-3 Month T-bill (CLIP)
Spdr Series Trust State Street Spd (BILS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Pacific Sage Partners

Top funds holding iShares S&P SmallCap 600 Index

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