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iShares S&P SmallCap 600 Index shares owned by Capital Management Associates

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

Historical chart of Capital Management Associates 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 Management Associates 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 Management Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 9.1k 118.83
2025-06-30 $972k 8.9k 109.28
2025-03-31 $1.8M 17k 104.58
2024-12-31 $1.2M 11k 115.22
2024-09-30 $1.4M 12k 116.96
2024-06-30 $1.3M 12k 106.66
2024-03-31 $284k 2.6k 110.53
2023-12-31 $1.6M 5.6k 291.94

More positions owned by Capital Management Associates

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Pimco Etf Tr 0-5 High Yield (HYS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Capital Group Core Balanced SHS (CGBL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Capital Management Associates

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