Stack Financial Management »

iShares S&P SmallCap 600 Index shares owned by Stack Financial Management

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

Historical chart of Stack Financial 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 Stack Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Stack Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $53M 479k 110.52

More positions owned by Stack Financial Management

Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Quanta Services (PWR)
Accenture Plc Ireland Shs Class A (ACN)
Chevron Corporation (CVX)
Phillips 66 (PSX)
L3harris Technologies (LHX)
Waste Management (WM)
Merck & Co (MRK)
Cigna Corp (CI)
Stryker Corporation (SYK)
EOG Resources (EOG)
UnitedHealth (UNH)

View all positions for Stack Financial Management

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index