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

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

Historical chart of Pegasus 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 Pegasus 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 Pegasus Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 2.2k 118.83
2025-06-30 $236k 2.2k 109.29
2025-03-31 $324k 3.1k 104.57
2024-12-31 $363k 3.2k 115.22
2024-09-30 $369k 3.2k 116.96

More positions owned by Pegasus Asset Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Eaton Corp SHS (ETN)
Parker-Hannifin Corporation (PH)
Goldman Sachs (GS)
JPMorgan Chase & Co. (JPM)
Mastercard Incorporated Cl A (MA)
Blackrock (BLK)
Raytheon Technologies Corp (RTX)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Pegasus Asset Management

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