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iShares S&P SmallCap 600 Index shares owned by Stage Harbor Financial

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

Historical chart of Stage Harbor Financial 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 Stage Harbor Financial 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 Stage Harbor Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $443k 4.2k 104.58
2024-12-31 $488k 4.2k 115.23
2024-09-30 $472k 4.1k 116.21
2024-06-30 $833k 7.8k 106.66

More positions owned by Stage Harbor Financial

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Dimensional Us (DXUV)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)

View all positions for Stage Harbor Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
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

View all funds holding iShares S&P SmallCap 600 Index