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iShares S&P SmallCap 600 Index shares owned by CJM Wealth Advisers

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

Historical chart of CJM Wealth Advisers 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 CJM Wealth Advisers 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 CJM Wealth Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 192k 110.52
2023-12-31 $21M 192k 108.25
2023-09-30 $19M 197k 94.33
2023-06-30 $20M 203k 99.65
2023-03-31 $21M 212k 96.70
2022-12-31 $19M 205k 94.64
2022-09-30 $17M 197k 87.19
2022-06-30 $18M 192k 92.41
2022-03-31 $9.4M 87k 107.88
2021-12-31 $7.9M 69k 114.51

More positions owned by CJM Wealth Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus 1000 Grw Etf (IWF)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)

View all positions for CJM Wealth Advisers

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index