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iShares S&P SmallCap 600 Index shares owned by VisionPoint Advisory Group

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

Historical chart of VisionPoint Advisory Group 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 VisionPoint Advisory Group 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 VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $472k 4.0k 118.83
2025-06-30 $467k 4.3k 109.30
2025-03-31 $302k 2.9k 104.57
2020-12-31 $310k 3.4k 91.85
2020-09-30 $282k 4.0k 70.25
2020-06-30 $277k 4.0k 69.95
2019-03-31 $303k 3.9k 77.20

More positions owned by VisionPoint Advisory Group

Spdr Series Trust Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Deere & Company (DE)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for VisionPoint Advisory Group

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