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iShares S&P SmallCap 600 Index shares owned by American Trust

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

Historical chart of American Trust 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 American Trust 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 American Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $263k 2.4k 108.24
2023-06-30 $4.0M 41k 99.65
2023-03-31 $3.9M 40k 96.70
2022-12-31 $3.7M 39k 94.64
2022-09-30 $3.0M 34k 87.18
2022-06-30 $3.1M 34k 92.42
2022-03-31 $2.8M 26k 107.86

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Ishares Core Dividend Growth Equities (DGRO)
Idacorp Equities (IDA)
Vanguard Intermed Term Bond Etf Equities (BIV)
Vanguard Mid Cap Etf Equities (VO)
Vanguard Small Cap Etf Equities (VB)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Schwab Us Large Cap Equities (SCHX)
Vanguard Ftse Developed Markets Equities (VEA)
Schwab Us Dividend Equity Equities (SCHD)
Vanguard Mega Cap Growth ETF Equities (MGK)
Vanguard Intermediate Term Gove Equities (VGIT)
Vanguard Mortgage-backed Secs E Equities (VMBS)
Vanguard Intermediate-term Corp Equities (VCIT)
Ishares Edge Msci Usa Quality F Equities (QUAL)

View all positions for American Trust

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
First Command Advisory Services
Raymond James & Associates
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