Sunpointe »

iShares S&P SmallCap 600 Index shares owned by Sunpointe

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

Historical chart of Sunpointe 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 Sunpointe consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sunpointe

Quarter filed Position value Share count Share price at filing
2025-09-30 $641k 5.4k 118.84
2025-06-30 $589k 5.4k 109.29
2025-03-31 $542k 5.2k 104.57
2024-12-31 $611k 5.3k 115.22
2024-09-30 $600k 5.1k 116.96
2024-06-30 $597k 5.6k 106.65
2024-03-31 $552k 5.0k 110.52
2023-12-31 $533k 4.9k 108.25

More positions owned by Sunpointe

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
American Centy Etf Tr Focused Dynamic (FDG)
American Centy Etf Tr Large Cap Equity (ACLC)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
American Centy Etf Tr Mid Cap Grw Imp (MID)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)

View all positions for Sunpointe

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