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iShares S&P SmallCap 600 Index shares owned by SFM

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

Historical chart of SFM 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 SFM 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 SFM

Quarter filed Position value Share count Share price at filing
2025-12-31 $660k 5.5k 120.18
2025-09-30 $671k 5.6k 118.83
2025-06-30 $666k 6.1k 109.29
2025-03-31 $549k 5.2k 104.57
2024-12-31 $704k 6.1k 115.22
2024-09-30 $744k 6.4k 116.96
2024-06-30 $759k 7.1k 106.66
2024-03-31 $807k 7.3k 110.52
2023-12-31 $937k 8.7k 108.25

More positions owned by SFM

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Mid Cap Etf (VO)
Ishares Gold Tr Shares Represent (IAUM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
T Rowe Price Etf Cap Appreciation (TCAF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Mastercard Incorporated Cl A (MA)

View all positions for SFM

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