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iShares S&P SmallCap 600 Index shares owned by Stephenson National Bank & Trust

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

Historical chart of Stephenson National Bank & Trust 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 National Bank & Trust 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 National Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 18k 118.83
2025-06-30 $2.0M 18k 109.29
2025-03-31 $1.8M 17k 104.57
2024-12-31 $1.9M 17k 115.22
2024-09-30 $2.0M 18k 116.96
2024-06-30 $1.9M 18k 106.66
2024-03-31 $1.9M 18k 110.52
2023-12-31 $1.9M 17k 108.25
2023-09-30 $1.6M 17k 94.33
2023-06-30 $1.6M 17k 99.65
2023-03-31 $1.6M 17k 96.70
2022-12-31 $1.6M 17k 94.67
2022-09-30 $1.4M 16k 87.18
2022-06-30 $2.1M 23k 92.41
2022-03-31 $1.6M 15k 107.87
2021-12-31 $1.7M 15k 114.51
2021-09-30 $1.6M 15k 109.20
2021-06-30 $1.8M 16k 112.98
2021-03-31 $1.8M 17k 108.54
2020-12-31 $1.5M 17k 91.88
2020-09-30 $1.1M 16k 70.23
2020-06-30 $1.1M 16k 68.27
2020-03-31 $1.2M 22k 56.09
2019-12-31 $1.6M 19k 83.87

More positions owned by Stephenson National Bank & Trust

JPMorgan Active Value ETF Active Value Etf (JAVA)
Vanguard S&P 500 Index ETF S&p 500 Etf Shs (VOO)
JPMorgan Active Growth ETF Active Growth (JGRO)
iShares Russell Midcap Index ETF Rus Mid Cap Etf (IWR)
PIMCO Total Return Active ETF Active Bd Etf (BOND)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Global Upstream Natural Resources ETF Mornstar Upstr (GUNR)
Vanguard Small-Cap ETF Small Cp Etf (VB)
Vanguard MEGA Cap ETF Mega Cap Index (MGC)
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
iShares S&P 500 Index ETF Core S&p500 Etf (IVV)
Vanguard FTSE Developed Markets Index ETF Van Ftse Dev Mkt (VEA)
iShares Russell 2000 Index ETF Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Unit (SPY)

View all positions for Stephenson National Bank & Trust

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