Winthrop Advisory Group »

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

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

Historical chart of Winthrop 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 Winthrop 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 Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $556k 4.7k 118.83
2025-06-30 $410k 3.8k 109.29
2025-03-31 $364k 3.5k 104.56
2024-12-31 $395k 3.4k 115.22
2024-09-30 $411k 3.5k 116.97
2024-06-30 $388k 3.6k 106.65
2024-03-31 $521k 4.7k 110.53
2023-12-31 $70M 665k 105.23
2023-09-30 $397k 4.2k 94.80
2023-06-30 $415k 4.2k 99.66
2023-03-31 $620k 6.4k 96.74
2022-12-31 $613k 6.5k 94.64
2022-09-30 $216k 2.5k 87.27
2022-06-30 $206k 2.2k 92.21
2022-03-31 $242k 2.2k 107.80
2021-12-31 $249k 2.2k 114.38
2021-09-30 $238k 2.2k 109.07
2021-06-30 $254k 2.3k 112.74
2021-03-31 $214k 2.0k 108.57
2020-03-31 $243k 4.3k 56.19
2019-12-31 $1.4M 16k 83.87
2019-09-30 $1.3M 16k 77.84
2019-06-30 $4.5M 57k 78.28
2019-03-31 $4.6M 59k 77.75
2018-12-31 $3.9M 56k 69.32
2018-09-30 $1.9M 22k 87.24
2018-06-30 $2.0M 24k 83.46
2018-03-31 $1.9M 25k 78.60
2017-12-31 $1.8M 24k 77.74

More positions owned by Winthrop Advisory Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Winthrop 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