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iShares S&P SmallCap 600 Index shares owned by Waddell & Associates

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

Historical chart of Waddell & Associates 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 Waddell & Associates 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 Waddell & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $664k 5.3k 124.31

More positions owned by Waddell & Associates

FedEx Corporation (FDX)
Global X Fds Us Infr Dev Etf (PAVE)
Pacer Fds Tr Globl Cash Etf (GCOW)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Fundamental Us S (FNDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Global X Fds Adaptive Us (AUSF)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)
Abrdn Fds Emerging Mkts Di (AGEM)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Waddell & Associates

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