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iShares S&P SmallCap 600 Index shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management 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 Carlton, Hoffferkamp & Jenks Wealth Management 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 Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 32k 115.00
2024-06-30 $3.7M 31k 117.65
2024-03-31 $3.2M 30k 104.86
2023-12-31 $3.1M 29k 105.07
2023-09-30 $2.6M 29k 88.29
2023-06-30 $2.8M 27k 103.37
2023-03-31 $2.5M 27k 92.71
2022-12-31 $2.9M 28k 102.22
2022-09-30 $2.6M 28k 92.25
2022-06-30 $2.6M 28k 93.75
2022-03-31 $3.0M 29k 104.25
2021-12-31 $3.0M 29k 106.10
2021-09-30 $3.4M 28k 120.31
2021-06-30 $3.0M 28k 106.68
2021-03-31 $3.2M 29k 111.84
2020-12-31 $2.8M 28k 100.50
2020-09-30 $2.3M 29k 81.33
2020-06-30 $2.1M 29k 72.14
2020-03-31 $2.0M 30k 66.08
2019-12-31 $2.5M 30k 82.52
2019-09-30 $2.2M 29k 75.46
2019-06-30 $2.2M 29k 77.33
2019-03-31 $2.2M 29k 77.14
2018-12-31 $2.0M 28k 69.30
2018-09-30 $2.5M 29k 87.21
2018-06-30 $2.4M 28k 84.68
2018-03-31 $2.2M 29k 76.27
2017-12-31 $2.1M 27k 76.79
2017-09-30 $1.9M 26k 74.22
2017-06-30 $1.9M 27k 70.10
2017-03-31 $1.8M 26k 69.15
2016-12-31 $1.7M 12k 137.44
2016-09-30 $1.4M 12k 124.12
2016-06-30 $1.1M 9.3k 116.20
2016-03-31 $1.1M 9.3k 112.53
2015-12-31 $971k 9.0k 107.48
2015-09-30 $271k 2.5k 106.57
2011-12-31 $277k 4.1k 68.16
2011-03-31 $361k 4.9k 73.45

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Stellar Bancorp Ord (STEL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

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