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

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

Historical chart of Caldwell 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 Caldwell 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 Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 94k 120.18
2025-09-30 $11M 89k 118.83
2021-12-31 $9.8M 86k 114.51
2021-09-30 $9.1M 84k 109.19
2021-06-30 $8.8M 78k 112.98
2021-03-31 $8.8M 81k 108.53
2020-12-31 $6.8M 74k 91.90
2020-09-30 $5.2M 75k 70.23
2020-06-30 $5.8M 85k 68.29
2020-03-31 $5.1M 92k 56.11
2019-12-31 $7.9M 94k 83.85

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Nextera Energy (NEE)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
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
First Command Advisory Services

View all funds holding iShares S&P SmallCap 600 Index