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

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

Historical chart of Pcg 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 Pcg 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 Pcg Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 8.7k 121.18
2025-09-30 $1.0M 8.8k 118.83
2025-06-30 $981k 9.0k 109.29
2025-03-31 $929k 8.9k 104.57
2024-12-31 $880k 7.6k 115.22

More positions owned by Pcg Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard World Inf Tech Etf (VGT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Con (XLY)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Fin (XLF)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Pcg Asset Management

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