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

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

Historical chart of Sherman 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 Sherman 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 Sherman Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 73k 118.83
2025-06-30 $7.7M 73k 105.95
2025-03-31 $7.6M 73k 104.57
2024-12-31 $8.5M 74k 115.22

More positions owned by Sherman Asset Management

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core S&p Small Cap Etf Etf (IJR)
Technology Select Sector Spdr Fund Etf (XLK)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Oracle Corp Stock (ORCL)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Meta Platforms Inc Cl A Stock (META)
Vanguard Total Bond Market Etf Etf (BND)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Real Estate Etf Etf (VNQ)
Amazon Stock (AMZN)

View all positions for Sherman Asset Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index