Ardent Capital Management »

iShares S&P SmallCap 600 Index shares owned by Ardent Capital Management

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

Historical chart of Ardent Capital 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 Ardent Capital Management 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 Ardent Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $894k 7.6k 116.96
2024-06-30 $816k 7.6k 106.66
2024-03-31 $1.1M 10k 110.52
2023-12-31 $1.1M 10k 108.25
2023-09-30 $967k 10k 94.33
2023-06-30 $246k 2.5k 99.65

More positions owned by Ardent Capital Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Stryker Corporation (SYK)
Paypal Holdings (PYPL)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Procter & Gamble Company (PG)
Philip Morris International (PM)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Zimmer Holdings (ZBH)
Bristol Myers Squibb (BMY)

View all positions for Ardent Capital Management

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index