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iShares S&P SmallCap 600 Index shares owned by Carr Financial Group Corp

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Carr Financial Group Corp from 13F filings

Historical chart of Carr Financial Group Corp 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 Carr Financial Group Corp 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 Carr Financial Group Corp

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.7M 24k 115.22
2024-09-30 $2.9M 25k 116.96
2024-06-30 $2.7M 26k 106.66
2024-03-31 $3.6M 33k 110.52
2023-12-31 $4.1M 38k 108.25
2023-09-30 $3.1M 33k 94.22
2023-06-30 $3.6M 36k 99.65
2023-03-31 $4.3M 44k 96.70
2022-12-31 $4.1M 43k 94.64

More positions owned by Carr Financial Group Corp

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Ishares Tr Ibonds 25 Trm Hg (IBHE)
Microsoft Corporation (MSFT)

View all positions for Carr Financial Group Corp

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
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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