IJR β€” ISHARES S&P SMALLCAP 600 ETF

Ownership history in Syntrinsic LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Syntrinsic LLC reported a position in ISHARES S&P SMALLCAP 600 ETF (IJR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
9.96% (2024 Q2)
πŸ“Š Avg. % of fund
5.87%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2024 Q3
⏱ Quarters held
2
% of Fund (quarterly)    IJR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 45,883 -177,974 -79.5% 1.79% $5.4M $113.96
2024 Q2 INITIATED 223,857 β€” β€” 9.96% $21.1M β€”

🏒 Other funds also holding IJR

As of 2025 Q4 β€” 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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