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

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

Historical chart of Saxony 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 Saxony 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 Saxony Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 2.4k 118.82
2024-12-31 $204k 1.8k 115.22
2024-09-30 $468k 4.0k 116.96
2024-06-30 $504k 4.7k 106.66
2024-03-31 $1.1M 10k 110.52
2023-12-31 $909k 8.4k 108.24

More positions owned by Saxony Capital Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Dimensional Etf Trust Inflation Prote (DFIP)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Saxony 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