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iShares S&P SmallCap 600 Index shares owned by CIC Wealth

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

Historical chart of CIC 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 CIC 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 CIC Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 35k 110.52
2023-12-31 $3.8M 35k 108.25
2023-09-30 $3.4M 36k 94.33
2023-06-30 $3.6M 36k 99.65
2023-03-31 $3.5M 36k 96.70
2022-12-31 $3.5M 37k 94.64

More positions owned by CIC Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Pepsi (PEP)
Ishares Tr Expnd Tec Sc Etf (IGM)
Amazon (AMZN)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Waste Management (WM)
Mondelez Intl Cl A (MDLZ)
McDonald's Corporation (MCD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Visa Com Cl A (V)

View all positions for CIC Wealth

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