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iShares S&P SmallCap 600 Index shares owned by Capasso Planning Partners

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

Historical chart of Capasso Planning Partners 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 Capasso Planning Partners 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 Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 15k 110.52
2023-12-31 $1.5M 14k 108.25
2023-09-30 $856k 9.1k 94.33
2023-06-30 $912k 9.2k 99.65
2023-03-31 $1.6M 16k 96.70
2022-12-31 $1.4M 15k 94.64
2022-09-30 $1.2M 13k 87.20
2022-06-30 $1.4M 15k 92.38
2022-03-31 $1.3M 12k 107.90
2021-12-31 $1.2M 11k 114.53

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
The Trade Desk Com Cl A (TTD)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Ishares Tr Global Reit Etf (REET)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Capasso Planning Partners

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
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp
Branch Banking & Trust Company

View all funds holding iShares S&P SmallCap 600 Index