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iShares S&P SmallCap 600 Index shares owned by Chas. P. Smith & Associates, PA, CPA's

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Chas. P. Smith & Associates, PA, CPA's from 13F filings

Historical chart of Chas. P. Smith & Associates, PA, CPA's 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 Chas. P. Smith & Associates, PA, CPA's 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 Chas. P. Smith & Associates, PA, CPA's

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.2M 61k 118.83
2025-06-30 $8.8M 81k 109.29
2025-03-31 $8.4M 80k 104.57
2024-12-31 $9.5M 83k 115.22
2024-09-30 $10M 87k 116.96
2024-06-30 $9.7M 91k 106.66
2024-03-31 $47M 427k 110.52
2023-12-31 $43M 396k 108.25
2023-09-30 $37M 397k 94.33
2023-06-30 $40M 402k 99.65
2023-03-31 $39M 399k 96.70
2022-12-31 $38M 400k 94.64
2022-09-30 $35M 404k 87.19
2022-06-30 $38M 412k 92.41
2022-03-31 $43M 396k 107.88
2021-12-31 $44M 383k 114.51
2021-09-30 $42M 382k 109.19
2021-06-30 $41M 366k 112.98
2021-03-31 $40M 366k 108.53
2020-12-31 $33M 359k 91.90
2020-09-30 $25M 348k 70.23
2020-06-30 $23M 339k 68.29
2020-03-31 $19M 330k 56.11
2019-12-31 $26M 312k 83.85
2019-09-30 $24M 307k 77.84
2019-06-30 $23M 297k 78.28
2019-03-31 $21M 269k 77.15
2018-12-31 $15M 211k 69.32
2018-09-30 $17M 195k 87.24
2018-06-30 $3.6M 43k 83.45
2018-03-31 $3.2M 41k 77.02
2017-12-31 $3.2M 41k 76.80
2017-09-30 $2.9M 40k 74.23
2017-06-30 $2.7M 39k 70.10
2017-03-31 $2.6M 38k 69.16
2016-12-31 $2.3M 17k 137.50
2016-09-30 $1.9M 15k 124.12
2016-06-30 $1.5M 13k 116.22
2016-03-31 $2.3M 21k 112.58
2015-12-31 $602k 5.5k 110.20
2015-09-30 $298k 2.8k 106.70

More positions owned by Chas. P. Smith & Associates, PA, CPA's

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Home Depot (HD)
Wal-Mart Stores (WMT)
Visa Com Cl A (V)
Ishares Tr Core S&p500 Etf (IVV)
McDonald's Corporation (MCD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Lockheed Martin Corporation (LMT)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)

View all positions for Chas. P. Smith & Associates, PA, CPA's

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