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iShares S&P SmallCap 600 Index shares owned by Sunrise Financial Services

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

Historical chart of Sunrise Financial Services 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 Sunrise Financial Services 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 Sunrise Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $70k 562 124.31

More positions owned by Sunrise Financial Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Harbor Etf Trust Harbor Commodity (HGER)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ea Series Trust Freedom 100 Em (FRDM)
RBB Us Treasry 12 Mt (OBIL)
The Alger Etf Trust Ai Enablers Adop (ALAI)
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)

View all positions for Sunrise Financial Services

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
LPL Financial
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Financial Engines Advisors L.L.C
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index