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iShares S&P SmallCap 600 Index shares owned by Windsor Capital Management

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

Historical chart of Windsor Capital Management 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 Capital Management 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 Windsor Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 35k 118.83
2025-06-30 $3.8M 35k 109.29
2025-03-31 $3.7M 36k 104.57
2024-12-31 $4.2M 37k 115.22
2024-09-30 $4.4M 38k 116.96
2024-06-30 $4.1M 38k 106.66
2024-03-31 $4.4M 40k 110.52
2023-12-31 $4.4M 41k 108.25
2023-09-30 $3.9M 41k 94.33
2023-06-30 $4.2M 42k 99.65
2023-03-31 $4.1M 43k 96.70
2022-12-31 $4.1M 43k 94.64
2022-09-30 $3.9M 45k 87.17
2022-06-30 $4.2M 45k 92.41
2022-03-31 $5.0M 47k 107.88
2021-12-31 $5.4M 47k 114.50
2021-09-30 $5.2M 47k 109.17
2021-06-30 $5.4M 48k 112.96
2021-03-31 $5.4M 49k 108.53
2020-12-31 $5.3M 58k 91.89
2020-09-30 $4.2M 59k 70.23
2020-06-30 $4.2M 62k 68.28
2020-03-31 $3.4M 60k 56.09
2019-12-31 $5.2M 62k 83.85
2019-09-30 $4.9M 62k 77.82
2019-06-30 $5.0M 63k 78.28
2019-03-31 $4.9M 64k 77.14
2018-12-31 $4.4M 64k 69.31
2018-09-30 $5.7M 65k 87.23
2018-06-30 $5.5M 66k 83.47
2018-03-31 $5.2M 68k 77.01
2017-12-31 $5.3M 69k 76.81
2017-09-30 $4.4M 63k 70.10
2017-06-30 $4.4M 63k 70.10
2017-03-31 $4.2M 61k 69.16
2016-12-31 $4.2M 30k 137.49
2016-09-30 $3.7M 30k 124.14
2016-06-30 $3.3M 29k 116.21
2016-03-31 $2.9M 26k 112.54
2015-12-31 $2.6M 24k 110.09
2015-09-30 $2.4M 23k 106.55
2015-06-30 $2.4M 21k 117.84
2015-03-31 $2.3M 20k 118.03
2014-12-31 $2.5M 22k 114.05
2014-09-30 $2.1M 20k 104.31
2014-06-30 $2.1M 19k 112.08
2014-03-31 $1.9M 17k 110.14
2013-12-31 $1.4M 13k 109.12
2013-09-30 $1.3M 13k 99.81
2013-06-30 $1.1M 13k 90.32
2013-03-31 $995k 11k 87.07
2012-12-31 $898k 12k 78.07
2012-09-30 $884k 12k 77.06
2012-06-30 $793k 11k 73.28
2012-03-31 $412k 5.4k 76.34
2011-12-31 $331k 4.5k 73.82

More positions owned by Windsor Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Spdr Series Trust Bbg Conv Sec Etf (CWB)

View all positions for Windsor Capital Management

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