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iShares S&P SmallCap 600 Index shares owned by Petix & Botte

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

Historical chart of Petix & Botte 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 Petix & Botte 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 Petix & Botte

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 2.2k 118.83
2025-06-30 $241k 2.2k 109.29
2025-03-31 $230k 2.2k 104.57
2024-12-31 $263k 2.3k 115.22
2024-09-30 $276k 2.4k 116.96
2024-06-30 $252k 2.4k 106.66
2024-03-31 $9.8M 89k 110.52
2023-12-31 $304k 2.8k 108.25
2023-09-30 $266k 2.8k 94.33
2023-06-30 $281k 2.8k 99.65
2022-03-31 $228k 2.1k 107.65
2021-09-30 $231k 2.1k 109.07

More positions owned by Petix & Botte

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Us Gwt (IUSG)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Core S&p Us Vlu (IUSV)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Petix & Botte

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