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iShares S&P SmallCap 600 Index shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $254M 2.3M 110.59
2023-12-31 $230M 2.1M 108.26

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Crowdstrike Hldgs Cl A (CRWD)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index