Western Financial Corp »

iShares S&P SmallCap 600 Index shares owned by Western Financial Corp

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

Historical chart of Western Financial Corp 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 Western Financial Corp 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 Western Financial Corp

Quarter filed Position value Share count Share price at filing
2025-03-31 $204k 2.0k 104.58
2024-12-31 $225k 2.0k 115.24
2024-09-30 $228k 2.0k 116.99
2024-06-30 $210k 2.0k 106.67

More positions owned by Western Financial Corp

Enterprise Financial Services (EFSC)
Arrowhead Pharmaceuticals (ARWR)
Wells Fargo & Company (WFC)
Palantir Technologies Cl A (PLTR)
Netflix (NFLX)
Ge Aerospace Com New (GE)
Advanced Micro Devices (AMD)
Crowdstrike Hldgs Cl A (CRWD)
Applovin Corp Com Cl A (APP)
Goldman Sachs (GS)
Cintas Corporation (CTAS)
Bank of New York Mellon Corporation (BK)
American Express Company (AXP)
Wal-Mart Stores (WMT)
3M Company (MMM)

View all positions for Western Financial Corp

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