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iShares S&P SmallCap 600 Index shares owned by Strategic Equity Management

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

Historical chart of Strategic Equity 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 Strategic Equity Management 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 Strategic Equity Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $353k 3.0k 118.83
2025-06-30 $356k 3.3k 109.30
2025-03-31 $322k 3.1k 104.56
2024-12-31 $2.8M 24k 115.22
2024-09-30 $328k 2.8k 116.95

More positions owned by Strategic Equity Management

Northern Lights Fd Tr Toews Agilty Shs (MRSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Rus Top 200 Etf (IWL)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Timothy Plan Intl Etf (TPIF)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Strategic Equity Management

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