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iShares S&P SmallCap 600 Index shares owned by Patron Partners Advisors

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

Historical chart of Patron Partners Advisors 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 Patron Partners Advisors 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 Patron Partners Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 2.0k 118.83
2025-06-30 $245k 2.2k 109.29
2025-03-31 $234k 2.2k 104.57
2024-12-31 $258k 2.2k 115.22
2024-09-30 $262k 2.2k 116.96
2024-06-30 $223k 2.1k 106.66
2024-03-31 $251k 2.3k 110.52

More positions owned by Patron Partners Advisors

Prosperity Bancshares (PB)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Large Cap Etf (VV)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Broadcom (AVGO)
Unified Ser Tr Oneascent Large (OALC)
Exxon Mobil Corporation (XOM)
Eli Lilly & Co. (LLY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Unified Ser Tr Oneascent Core P (OACP)
Mastercard Incorporated Cl A (MA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Patron Partners Advisors

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