Roxbury Financial »

iShares S&P SmallCap 600 Index shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.4k 23 148.52
2024-12-31 $18k 138 127.09

More positions owned by Roxbury Financial

Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Ishares Core S&p 500 Etf Etf (IVV)
Visa Inc Com Cl A Stock (V)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Caterpillar Stock (CAT)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Walmart Stock (WMT)
Wells Fargo & Co Stock (WFC)
International Business Machs Stock (IBM)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index