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iShares S&P SmallCap 600 Index shares owned by Stephen J. Garry & Associates

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Stephen J. Garry & Associates from 13F filings

Historical chart of Stephen J. Garry & Associates investment in iShares S&P SmallCap 600 Index

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All positions including iShares S&P SmallCap 600 Index held by Stephen J. Garry & Associates 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 Stephen J. Garry & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $309k 2.6k 118.83
2025-06-30 $284k 2.6k 109.29
2025-03-31 $279k 2.7k 104.57
2024-09-30 $300k 2.6k 116.96
2024-06-30 $295k 2.8k 106.66
2024-03-31 $306k 2.8k 110.52
2023-12-31 $300k 2.8k 108.25

More positions owned by Stephen J. Garry & Associates

Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr National Mun Etf (MUB)

View all positions for Stephen J. Garry & Associates

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