Wellspring Financial Advisors »

iShares S&P SmallCap 600 Index shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors 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 Wellspring Financial Advisors 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 413k 13.90
2025-06-30 $17M 517k 32.57
2025-03-31 $16M 516k 30.25
2024-12-31 $19M 531k 34.95
2024-09-30 $15M 459k 33.48
2024-06-30 $13M 450k 29.02
2024-03-31 $13M 446k 29.33
2023-09-30 $3.6M 365k 9.75
2023-06-30 $1.7M 344k 4.92
2023-03-31 $1.7M 344k 4.84
2022-12-31 $1.6M 344k 4.70
2022-09-30 $1.6M 345k 4.53
2022-06-30 $1.7M 345k 4.88
2022-03-31 $2.9M 354k 8.19
2021-12-31 $3.4M 357k 9.47
2021-09-30 $3.7M 365k 10.24
2021-06-30 $3.8M 34k 112.97
2021-03-31 $1.4M 25k 56.09
2020-12-31 $3.0M 33k 91.91
2020-09-30 $2.8M 39k 70.24
2020-06-30 $2.8M 40k 68.28
2020-03-31 $1.4M 25k 56.09

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

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