Windsor Advisory Group »

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

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

Historical chart of Windsor 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 Windsor Advisory Group 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $64k 589 109.29
2025-03-31 $44k 425 104.57
2024-12-31 $805k 7.0k 115.21
2024-09-30 $714k 6.1k 116.96
2023-03-31 $70k 725 96.76
2022-12-31 $69k 725 94.70

More positions owned by Windsor Advisory Group

Paychex (PAYX)
Worthington Industries (WOR)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Worthington Stl Com Shs (WS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Huntington Bancshares Incorporated (HBAN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Enterprise Products Partners (EPD)
Verizon Communications (VZ)
JPMorgan Chase & Co. (JPM)

View all positions for Windsor 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