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

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

Historical chart of SP 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 SP 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 SP Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $647k 5.4k 118.83
2025-06-30 $592k 5.4k 109.28
2025-03-31 $574k 5.5k 104.58
2024-12-31 $632k 5.5k 115.22
2024-09-30 $642k 5.5k 116.97
2024-06-30 $585k 5.5k 106.66
2024-03-31 $595k 5.4k 110.52
2023-12-31 $582k 5.4k 108.26
2023-09-30 $504k 5.3k 94.32
2023-06-30 $532k 5.3k 99.64
2023-03-31 $515k 5.3k 96.69

More positions owned by SP Asset Management

Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Abbvie (ABBV)
Ishares Tr Expanded Tech (IGV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Oracle Corporation (ORCL)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
UnitedHealth (UNH)
Qualcomm (QCOM)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for SP 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