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iShares S&P SmallCap 600 Index shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management 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 Connecticut Wealth Management 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $112M 960k 116.96
2024-06-30 $98M 915k 106.66
2024-03-31 $98M 886k 110.52
2023-12-31 $90M 835k 108.25
2023-09-30 $70M 746k 94.33
2023-06-30 $75M 756k 99.65
2023-03-31 $74M 762k 96.70
2022-12-31 $67M 703k 94.64
2022-09-30 $60M 686k 87.19
2022-06-30 $64M 695k 92.41
2022-03-31 $69M 643k 107.88
2021-12-31 $68M 593k 114.51
2021-09-30 $62M 564k 109.19
2021-06-30 $62M 545k 112.98
2021-03-31 $102M 1.1M 92.59
2020-12-31 $50M 539k 91.90
2020-09-30 $37M 524k 70.23
2020-06-30 $33M 481k 68.29
2020-03-31 $23M 408k 56.11
2019-12-31 $31M 369k 83.85
2019-09-30 $28M 361k 77.84
2019-06-30 $26M 334k 78.28
2019-03-31 $29M 372k 77.15
2018-12-31 $22M 313k 69.32
2018-09-30 $26M 300k 85.94
2018-06-30 $24M 279k 84.33
2018-03-31 $842k 11k 75.26
2017-12-31 $880k 11k 77.95
2017-09-30 $866k 12k 74.71
2017-06-30 $817k 12k 69.70
2017-03-31 $957k 14k 67.22
2016-12-31 $1.0M 7.3k 138.29
2016-09-30 $902k 7.3k 123.39

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

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