IJR — ISHARES TR S&P SMLCAP 600

Ownership history in BOKF, NA · 65 quarters on record

This page tracks every 13F SEC filing in which BOKF, NA reported a position in ISHARES TR S&P SMLCAP 600 (IJR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

1.55% (2024 Q3)

Avg. % of fund

0.66%

First filed

2009 Q2

Last filed

2025 Q4

Quarters held

65

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	534,678	-28,976	-5.1%	0.98%	$64.3M	$119.99
2025 Q3	REDUCED	563,654	-58,543	-9.4%	1.01%	$67.0M	$118.09
2025 Q2	REDUCED	622,197	-152,931	-19.7%	1.10%	$68.0M	$108.21
2025 Q1	ADDED	775,128	+5,878	+0.8%	1.43%	$81.1M	$103.16

% of Fund (quarterly) IJR price (monthly, adj. close)

Other funds also holding IJR

As of 2025 Q4 — sorted by position size

LTG Capital LLC 3Y 20.53% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 14.49% Arcataur Capital Management LLC 13.29% Holland Advisory Services, Inc. 3Y 12.94% Fort Henry Capital, LLC 3Y 12.65% Abound Wealth Management 12.51% Shoker Investment Counsel, Inc. 3Y 7Y 11.66% Atlanta Consulting Group Advisors, LLC 11.41% Fi3 FINANCIAL ADVISORS, LLC 3Y 11.1% Paradigm, Strategies in Wealth Management, LLC 3Y 11.03%

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