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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
2024-03-31 $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)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Costco Wholesale Corporation (COST)
Ishares Tr Short Treas Bd (SHV)
Stellar Bancorp Ord (STEL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index