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iShares S&P SmallCap 600 Index shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson 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 Richards, Merrill & Peterson 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 Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 12k 120.18
2025-09-30 $1.4M 12k 118.83
2025-06-30 $1.3M 12k 109.29
2025-03-31 $1.1M 10k 104.57

More positions owned by Richards, Merrill & Peterson

Microsoft Corporation (MSFT)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Stryker Corporation (SYK)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Raytheon Technologies Corp (RTX)
Home Depot (HD)

View all positions for Richards, Merrill & Peterson

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Jones Financial Companies, L.L
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