IJR — iShares S & P Smallcap 600 Index ETF

Ownership history in STEPH & CO · 25 quarters on record

This page tracks every 13F SEC filing in which STEPH & CO reported a position in iShares S & P Smallcap 600 Index ETF (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

1.41% (2020 Q1)

Avg. % of fund

0.94%

First filed

2019 Q4

Last filed

2025 Q4

Quarters held

25

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	18,281	-13	-0.1%	0.63%	$2.2M	$119.99
2025 Q3	UNCHANGED	18,294	—	0%	0.66%	$2.2M	$118.09
2025 Q2	ADDED	18,294	+1,200	+7.0%	0.65%	$2.0M	$108.21
2025 Q1	ADDED	17,094	+206	+1.2%	0.64%	$1.8M	$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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