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iShares S&P SmallCap 600 Index shares owned by Stephenson & Company

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

Historical chart of Stephenson & Company 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 Stephenson & Company 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 Stephenson & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7M 57k 118.83
2025-06-30 $6.1M 56k 109.29
2025-03-31 $5.5M 53k 104.57
2024-12-31 $5.9M 51k 115.22
2024-09-30 $5.7M 49k 116.96
2024-06-30 $5.1M 48k 106.66
2024-03-31 $5.1M 47k 110.52
2023-12-31 $4.6M 42k 108.25

More positions owned by Stephenson & Company

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust Bloomberg High Y (JNK)

View all positions for Stephenson & Company

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