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iShares S&P SmallCap 600 Index shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective Advisors 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 Clear Perspective Advisors 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 Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $3.8M 33k 114.50
2021-09-30 $3.6M 33k 109.18
2021-06-30 $4.5M 40k 112.97
2021-03-31 $4.1M 38k 108.54
2020-12-31 $3.3M 36k 91.89
2020-09-30 $879k 32k 27.81
2020-06-30 $2.2M 32k 68.29
2020-03-31 $1.8M 32k 56.10
2019-12-31 $2.9M 34k 83.84
2019-09-30 $2.6M 33k 77.84
2019-06-30 $2.7M 34k 78.28
2019-03-31 $2.7M 35k 77.16
2018-12-31 $2.5M 37k 69.33
2018-09-30 $3.1M 35k 87.24
2018-06-30 $2.5M 30k 83.46
2018-03-31 $475k 6.2k 76.94
2017-12-31 $441k 5.7k 76.88
2017-09-30 $409k 5.5k 74.31
2017-06-30 $302k 4.3k 70.13
2017-03-31 $166k 2.4k 69.05
2016-12-31 $165k 1.2k 137.16

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

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