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iShares S&P SmallCap 600 Index shares owned by CBM Financial

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

Historical chart of CBM Financial 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 CBM Financial 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 CBM Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $4.8M 45k 107.66

More positions owned by CBM Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Oracle Corporation (ORCL)
Ishares Tr Core Total Usd (IUSB)

View all positions for CBM Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
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Wells Fargo & Company
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Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C
BlackRock
Pnc Financial Services

View all funds holding iShares S&P SmallCap 600 Index