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iShares S&P SmallCap 600 Index shares owned by Secure Asset Management

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

Historical chart of Secure Asset 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 Secure Asset 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 Secure Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 19k 120.18
2025-09-30 $2.5M 21k 119.18
2025-06-30 $2.4M 22k 109.29
2025-03-31 $2.2M 21k 104.57
2024-12-31 $2.3M 20k 115.22
2024-09-30 $2.0M 17k 116.96
2024-06-30 $1.6M 15k 106.66
2024-03-31 $1.4M 13k 110.52
2023-12-31 $491k 4.5k 108.26
2023-09-30 $849k 9.0k 94.32
2023-06-30 $318k 3.2k 99.65
2023-03-31 $215k 2.2k 96.70
2022-12-31 $259k 2.7k 94.64
2022-09-30 $1.1M 13k 87.20
2022-06-30 $1.2M 14k 92.42
2022-03-31 $1.5M 14k 107.87
2021-12-31 $1.6M 14k 114.52
2021-09-30 $1.3M 12k 109.20
2021-06-30 $354k 3.1k 113.03
2021-03-31 $275k 2.5k 108.40
2020-12-31 $233k 2.5k 91.84
2020-06-30 $578k 8.5k 68.30
2020-03-31 $714k 13k 56.12
2019-12-31 $2.0M 24k 83.83

More positions owned by Secure Asset Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation Call Option (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Tesla Motors (TSLA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Secure Asset Management

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