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iShares S&P SmallCap 600 Index shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel 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 Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2025-09-30 $909k 8.0k 114.27
2025-06-30 $894k 7.9k 112.82
2025-03-31 $704k 7.8k 90.56
2024-09-30 $1.0M 8.8k 118.14
2024-06-30 $928k 8.8k 105.54
2024-03-31 $968k 8.8k 110.40
2023-09-30 $1.1M 13k 91.72
2023-06-30 $1.2M 12k 103.25
2023-03-31 $1.1M 11k 97.77

More positions owned by Sweeney & Michel

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Capital Group International SHS (CGIE)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Sweeney & Michel

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