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iShares S&P SmallCap 600 Index shares owned by CFS Investment Advisory Services

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

Historical chart of CFS Investment Advisory Services 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 CFS Investment Advisory Services 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 CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.2M 34k 94.33
2023-06-30 $2.5M 25k 99.65
2023-03-31 $2.2M 23k 96.67
2022-06-30 $487k 5.3k 92.43
2022-03-31 $8.0k 915k 0.01
2021-12-31 $871k 8.2k 105.85
2021-09-30 $873k 8.1k 107.92
2021-06-30 $2.8M 25k 112.97
2020-12-31 $726k 7.9k 91.89

More positions owned by CFS Investment Advisory Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for CFS Investment Advisory Services

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