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iShares S&P SmallCap 600 Index shares owned by Compass Wealth Management

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

Historical chart of Compass Wealth Management 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 Compass Wealth Management 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 Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 19k 110.52
2023-12-31 $2.1M 19k 108.25
2023-09-30 $1.8M 20k 94.33
2023-06-30 $2.0M 20k 99.65
2023-03-31 $2.0M 20k 96.70
2022-12-31 $1.9M 21k 94.64

More positions owned by Compass Wealth Management

Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Constellation Brands Cl A (STZ)
Air Products & Chemicals (APD)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Advanced Energy Industries (AEIS)
Danaher Corporation (DHR)
Citigroup Com New (C)
Coty Com Cl A (COTY)
Alphabet Cap Stk Cl C (GOOG)
Blackstone Group Inc Com Cl A (BX)
Anheuser Busch Inbev Sa Sponsored Adr (BUD)

View all positions for Compass Wealth Management

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