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iShares S&P SmallCap 600 Index shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $206M 1.7M 118.84
2025-06-30 $120M 1.1M 109.29
2025-03-31 $111M 1.1M 104.57
2024-12-31 $110M 953k 115.22
2024-09-30 $125M 1.1M 116.97
2024-06-30 $97M 905k 106.67
2024-03-31 $101M 912k 110.52
2023-12-31 $90M 833k 108.25
2023-09-30 $68M 715k 94.33
2023-06-30 $76M 760k 99.65
2023-03-31 $72M 742k 96.70
2022-12-31 $56M 588k 94.65

More positions owned by CI Private Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for CI Private Wealth

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