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iShares S&P SmallCap 600 Index shares owned by Ascent Group

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

Historical chart of Ascent Group 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 Ascent Group 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 Ascent Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.9M 21k 90.48
2023-06-30 $2.4M 23k 103.25
2023-03-31 $2.6M 27k 96.70
2022-12-31 $3.4M 36k 94.64
2022-09-30 $4.8M 49k 97.92
2022-06-30 $4.3M 43k 101.59
2022-03-31 $5.3M 49k 107.88
2021-12-31 $3.5M 33k 104.80

More positions owned by Ascent Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
UnitedHealth (UNH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
Ishares Tr TRS FLT RT BD (TFLO)
Mastercard Incorporated Cl A (MA)
Vanguard Index Fds Value Etf (VTV)
Adobe Systems Incorporated (ADBE)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Ascent Group

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index