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

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

Historical chart of Capital Analysts 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 Analysts 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 Analysts

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 175k 110.52
2023-12-31 $18M 169k 108.25
2023-09-30 $14M 150k 94.33
2023-06-30 $14M 142k 99.58
2023-03-31 $8.5M 88k 96.70
2022-12-31 $12M 122k 94.65
2022-09-30 $7.5M 86k 87.20
2022-06-30 $6.7M 73k 92.43
2022-03-31 $8.9M 83k 107.87
2021-12-31 $11M 95k 114.50
2021-09-30 $9.4M 86k 109.19
2021-06-30 $11M 100k 112.97
2021-03-31 $8.7M 80k 108.52
2020-12-31 $1.6M 17k 91.92
2020-09-30 $1.4M 20k 70.23
2020-06-30 $1.9M 27k 68.28
2020-03-31 $7.8M 140k 56.11
2019-12-31 $13M 155k 83.85
2019-09-30 $12M 151k 77.84
2019-06-30 $16M 202k 78.28
2019-03-31 $16M 203k 77.15
2018-12-31 $14M 200k 69.32
2018-09-30 $18M 200k 87.24
2018-06-30 $17M 197k 83.46
2018-03-31 $15M 192k 77.01
2017-12-31 $84k 633 132.70
2017-09-30 $14M 182k 74.22
2017-06-30 $12M 173k 70.11
2017-03-31 $11M 165k 69.16
2016-12-31 $11M 76k 137.52
2016-09-30 $9.4M 76k 124.15
2016-06-30 $9.1M 78k 116.21
2016-03-31 $9.0M 80k 112.57
2015-12-31 $2.6M 24k 110.11
2015-09-30 $2.3M 22k 106.57
2015-06-30 $2.3M 20k 117.88
2015-03-31 $2.1M 18k 118.03
2014-12-31 $2.0M 18k 114.06
2014-09-30 $1.3M 12k 104.31
2014-06-30 $1.2M 11k 112.10
2014-03-31 $1.2M 11k 110.15
2013-12-31 $1.1M 11k 109.14
2013-09-30 $943k 9.4k 99.81
2013-06-30 $936k 10k 90.31
2013-03-31 $739k 8.5k 87.07
2012-12-31 $517k 6.6k 78.11

More positions owned by Capital Analysts

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Fidelitymerrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdrsertr Portfolio S&p600 (SPSM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchtrdslfidx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Ssgaactive Etf Tr Mult Ass Rlrtn (RLY)

View all positions for Capital Analysts

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