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iShares S&P SmallCap 600 Index shares owned by Bristlecone Advisors

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

Historical chart of Bristlecone Advisors 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 Bristlecone Advisors 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 Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 140k 110.52
2023-12-31 $11M 103k 108.25
2023-09-30 $9.7M 103k 94.33
2023-06-30 $10M 105k 99.65
2023-03-31 $10M 104k 96.70
2022-12-31 $8.5M 90k 94.64
2022-09-30 $7.7M 88k 87.19
2022-06-30 $7.9M 86k 92.41
2022-03-31 $8.9M 83k 107.87
2021-12-31 $9.6M 84k 114.51
2021-09-30 $8.4M 77k 109.18
2021-06-30 $8.0M 71k 112.98
2021-03-31 $6.2M 57k 108.53
2020-12-31 $4.8M 52k 91.90
2020-09-30 $3.6M 52k 70.22
2020-06-30 $2.9M 42k 68.28
2020-03-31 $1.7M 29k 56.11
2019-12-31 $3.0M 36k 83.85
2019-09-30 $1.7M 22k 77.85
2019-06-30 $1.4M 18k 78.29
2019-03-31 $1.0M 14k 77.15
2018-12-31 $865k 13k 69.36
2018-09-30 $1.1M 13k 87.24
2018-06-30 $1.0M 13k 83.48
2018-03-31 $958k 12k 77.02
2017-12-31 $1.1M 14k 76.84
2017-09-30 $1.1M 14k 74.21
2017-06-30 $1.0M 14k 70.14
2017-03-31 $1.0M 15k 69.15
2016-12-31 $1.0M 7.6k 137.53
2016-09-30 $942k 7.6k 124.11
2016-06-30 $892k 7.7k 116.15
2016-03-31 $848k 7.5k 112.56
2015-12-31 $829k 7.5k 110.12

More positions owned by Bristlecone Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Large Cap Etf (VV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Bristlecone Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index