Cambridge Advisors »

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

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

Historical chart of Cambridge 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 Cambridge Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Cambridge Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 15k 110.52
2023-12-31 $1.6M 15k 108.25
2023-09-30 $1.4M 15k 94.33
2023-06-30 $1.5M 15k 99.65
2023-03-31 $1.5M 16k 96.70
2022-12-31 $1.4M 15k 94.64
2022-09-30 $1.4M 16k 87.19
2022-06-30 $1.5M 16k 92.43
2022-03-31 $1.7M 16k 107.86
2021-12-31 $1.8M 16k 114.48
2021-09-30 $1.6M 15k 109.21
2021-06-30 $1.7M 15k 113.00
2021-03-31 $1.8M 17k 108.56
2020-12-31 $1.5M 17k 91.90
2020-09-30 $1.2M 17k 70.22
2020-06-30 $1.1M 17k 68.31
2020-03-31 $1.1M 20k 56.11
2019-12-31 $1.9M 23k 83.84
2019-09-30 $1.8M 24k 77.85
2019-06-30 $1.8M 24k 78.27
2019-03-31 $1.8M 24k 77.17
2018-12-31 $1.6M 24k 69.34
2018-09-30 $1.9M 22k 87.23
2018-06-30 $2.0M 24k 83.47
2018-03-31 $1.8M 24k 77.01
2017-12-31 $1.8M 24k 76.83
2017-09-30 $1.9M 25k 74.22
2017-06-30 $1.8M 25k 70.11
2017-03-31 $1.7M 25k 69.15
2016-12-31 $1.7M 13k 137.51
2016-09-30 $1.7M 14k 124.14
2016-06-30 $1.6M 14k 116.22
2016-03-31 $1.6M 14k 112.58
2015-12-31 $374k 3.4k 110.00
2015-09-30 $362k 3.4k 106.47
2015-06-30 $409k 3.5k 117.80
2015-03-31 $389k 3.0k 130.80
2014-12-31 $405k 3.5k 114.18

More positions owned by Cambridge Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amgen (AMGN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cambridge Advisors

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
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index