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iShares S&P SmallCap 600 Index shares owned by Capital Advisors

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

Historical chart of Capital Advisors 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 Capital Advisors 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 17k 116.94
2024-06-30 $1.9M 18k 106.67
2024-03-31 $1.9M 17k 110.50
2023-12-31 $1.9M 18k 108.24
2023-09-30 $1.7M 18k 94.31
2023-06-30 $1.9M 19k 99.67
2023-03-31 $1.8M 18k 96.70
2022-12-31 $1.7M 18k 94.66
2022-09-30 $1.5M 18k 87.18
2022-06-30 $1.6M 17k 92.43
2022-03-31 $1.9M 17k 107.88
2021-12-31 $1.9M 16k 114.49
2021-09-30 $1.8M 16k 109.20
2021-06-30 $1.8M 16k 113.00
2021-03-31 $1.7M 16k 108.53
2020-12-31 $1.5M 16k 91.89
2020-09-30 $1.1M 16k 70.21
2020-06-30 $1.1M 16k 68.27
2020-03-31 $895k 16k 56.10
2019-12-31 $1.0M 12k 83.86
2019-09-30 $938k 12k 77.86
2019-06-30 $957k 12k 78.29
2019-03-31 $1.1M 14k 77.13
2018-12-31 $987k 14k 69.29
2018-09-30 $1.1M 13k 87.20
2018-06-30 $983k 12k 83.44
2018-03-31 $675k 8.8k 77.06
2017-12-31 $667k 8.7k 76.79
2017-09-30 $617k 8.3k 74.27
2017-06-30 $475k 6.8k 70.18
2017-03-31 $465k 6.7k 69.18
2016-12-31 $417k 3.0k 137.67
2016-09-30 $371k 3.0k 124.04
2016-06-30 $351k 3.0k 116.07
2016-03-31 $330k 2.9k 112.51
2015-12-31 $362k 3.3k 110.10
2015-09-30 $319k 3.0k 106.55
2015-06-30 $383k 3.3k 117.77
2015-03-31 $334k 2.8k 117.94
2014-12-31 $295k 2.6k 114.03
2014-09-30 $131k 1.3k 103.56
2014-06-30 $169k 1.5k 112.07
2014-03-31 $166k 1.5k 110.23
2013-12-31 $171k 1.6k 109.40

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Capital Advisors

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index