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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
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)
Microsoft Corporation (MSFT)
Home Depot (HD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Wal-Mart Stores (WMT)
Cisco Systems (CSCO)
UnitedHealth (UNH)
McDonald's Corporation (MCD)
Visa Com Cl A (V)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Merck & Co (MRK)
Starbucks Corporation (SBUX)

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

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