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iShares S&P SmallCap 600 Index shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 163k 118.83
2025-06-30 $18M 167k 109.29
2025-03-31 $18M 172k 104.57
2024-12-31 $33M 285k 115.22
2024-09-30 $35M 300k 116.96
2024-06-30 $31M 295k 106.66
2024-03-31 $32M 293k 110.52
2023-12-31 $31M 290k 108.25
2023-09-30 $27M 288k 94.33
2023-06-30 $29M 288k 99.65
2023-03-31 $27M 281k 96.70
2022-12-31 $28M 291k 94.64
2022-06-30 $27M 287k 92.41
2022-03-31 $30M 277k 107.88
2021-12-31 $31M 266k 114.51
2021-09-30 $28M 259k 109.19
2021-06-30 $28M 252k 112.98
2021-03-31 $27M 251k 108.53
2020-12-31 $28M 306k 91.90
2020-09-30 $22M 316k 70.23
2020-06-30 $21M 313k 68.29
2019-12-31 $23M 272k 83.85
2019-09-30 $20M 250k 77.84
2019-06-30 $17M 219k 78.28
2019-03-31 $16M 201k 77.15
2018-12-31 $14M 196k 69.32
2018-09-30 $15M 174k 87.24
2018-06-30 $14M 164k 83.46
2018-03-31 $12M 160k 77.01
2017-12-31 $11M 140k 76.81
2017-09-30 $10M 137k 74.22
2017-06-30 $9.4M 135k 70.11
2017-03-31 $9.3M 134k 69.16
2016-12-31 $9.5M 69k 137.51
2016-09-30 $8.1M 65k 124.15
2016-06-30 $7.3M 63k 116.22
2016-03-31 $6.8M 60k 112.57
2015-12-31 $5.3M 49k 110.10
2015-09-30 $3.2M 30k 106.59
2015-06-30 $1.5M 13k 117.87
2015-03-31 $3.9M 33k 118.04
2014-12-31 $3.9M 34k 114.07
2014-09-30 $4.0M 38k 104.31
2014-06-30 $4.5M 40k 112.09
2014-03-31 $4.8M 44k 110.13
2013-12-31 $4.7M 43k 109.12
2013-09-30 $4.3M 43k 99.79
2013-06-30 $966k 11k 90.30

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for CliftonLarsonAllen Wealth 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