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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
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

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index