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iShares S&P SmallCap 600 Index shares owned by Doliver Capital Advisors

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

Historical chart of Doliver Capital 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 Doliver Capital 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 Doliver Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $558k 5.0k 110.52
2023-12-31 $546k 5.0k 108.25
2023-09-30 $485k 5.1k 94.33
2023-06-30 $506k 5.1k 99.65
2023-03-31 $491k 5.1k 96.70
2021-09-30 $231k 2.1k 109.22

More positions owned by Doliver Capital Advisors

Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Us Gwt (IUSG)
Tidal Tr Ii Dga Absolute Ret (HF)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
Eaton Corp SHS (ETN)
Enterprise Products Partners (EPD)
Philip Morris International (PM)

View all positions for Doliver Capital 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