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iShares S&P SmallCap 600 Index shares owned by Per Stirling Capital Management

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

Historical chart of Per Stirling Capital 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 Per Stirling Capital 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 Per Stirling Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.5M 72k 118.83
2025-06-30 $8.0M 73k 109.29
2025-03-31 $9.3M 89k 104.57
2024-12-31 $11M 93k 115.22
2024-09-30 $11M 95k 116.96
2024-03-31 $13M 120k 110.52
2023-12-31 $12M 115k 108.25
2023-09-30 $10M 109k 94.33
2023-06-30 $10M 104k 99.65
2023-03-31 $11M 108k 96.70
2022-12-31 $13M 137k 94.64

More positions owned by Per Stirling Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr S&p 500 Val Etf (IVE)
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange-traded Intermediate Dur (FIIG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Per Stirling Capital 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