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iShares S&P SmallCap 600 Index shares owned by Westbourne Investment Advisors

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

Historical chart of Westbourne Investment 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 Westbourne Investment Advisors 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 Westbourne Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $225k 1.5k 148.31
2018-09-30 $141k 1.6k 87.04

More positions owned by Westbourne Investment Advisors

Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Goldman Sachs (GS)
Meta Platforms Cl A (META)
Morgan Stanley Com New (MS)
Uber Technologies (UBER)
Bank of America Corporation (BAC)
Valero Energy Corporation (VLO)
Charles Schwab Corporation (SCHW)
Expedia Group Com New (EXPE)
Citigroup Com New (C)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Cavco Industries (CVCO)

View all positions for Westbourne Investment Advisors

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index