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iShares S&P SmallCap 600 Index shares owned by Purkiss Capital Advisors

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

Historical chart of Purkiss Capital 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 Purkiss Capital 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 Purkiss Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 1.8k 118.84
2025-06-30 $235k 2.2k 109.28

More positions owned by Purkiss Capital Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Purkiss Capital 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