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iShares S&P SmallCap 600 Index shares owned by Belpointe Asset Management

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

Historical chart of Belpointe Asset 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 Belpointe Asset 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 110k 118.83
2025-06-30 $12M 106k 109.29
2025-03-31 $11M 102k 104.57
2024-12-31 $1.5M 13k 116.50
2024-09-30 $2.4M 20k 116.96
2024-06-30 $1.2M 12k 106.66
2024-03-31 $1.7M 16k 110.52
2023-09-30 $1.7M 18k 94.33
2023-06-30 $3.7M 38k 99.65
2023-03-31 $3.5M 36k 96.70
2022-12-31 $4.4M 47k 94.64
2022-09-30 $3.9M 45k 87.21
2022-06-30 $3.9M 42k 92.40
2022-03-31 $4.2M 39k 107.85
2021-12-31 $4.4M 39k 114.50
2021-09-30 $4.3M 39k 109.19
2021-06-30 $4.0M 35k 112.97
2021-03-31 $4.2M 38k 108.51
2020-12-31 $3.9M 42k 91.91
2020-09-30 $834k 15k 56.12
2020-06-30 $1.2M 18k 68.31
2020-03-31 $834k 15k 56.12
2019-12-31 $1.2M 15k 83.79
2019-09-30 $1.0M 13k 77.84
2019-06-30 $1.1M 14k 78.31
2018-12-31 $637k 9.2k 69.37
2018-09-30 $2.0M 23k 87.23
2018-06-30 $1.2M 15k 83.47
2018-03-31 $964k 13k 77.03
2017-12-31 $1.1M 15k 76.80
2017-09-30 $620k 8.3k 74.26

More positions owned by Belpointe Asset Management

Servicenow (NOW)
NVIDIA Corporation (NVDA)
Invesco QQQ Trust Etf (QQQ)
Spdr S&p 500 Etf Etf (SPY)
Apple (AAPL)
Schwab Strategic Tr Etf (SCHG)
Collaborative Investmnt Ser Etf (NDOW)
Microsoft Corporation (MSFT)
Ishares Tr Etf (SGOV)
Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Vanguard S&P 500 ETF Etf (VOO)
Badger Meter (BMI)
Vanguard Index Fds Etf (VUG)
Amazon (AMZN)

View all positions for Belpointe Asset Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index