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iShares S&P SmallCap 600 Index shares owned by Connectus Wealth

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

Historical chart of Connectus Wealth 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 Connectus Wealth 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 Connectus Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $16M 173k 94.37
2023-06-30 $10M 101k 99.75
2023-03-31 $22M 223k 96.86
2022-12-31 $25M 260k 94.64
2022-09-30 $24M 272k 87.26
2022-06-30 $29M 318k 92.55
2022-03-31 $35M 301k 114.66

More positions owned by Connectus Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
MasterCard Incorporated (MA)
Alphabet Inc Class C cs (GOOG)
Thermo Fisher Scientific (TMO)
iShares S&P 500 Index (IVV)
Costco Wholesale Corporation (COST)
iShares Lehman MBS Bond Fund (MBB)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
J P Morgan Exchange Traded F ultra shrt (JPST)
Invesco Exchange W&p 500 Qualit equities (SPHQ)

View all positions for Connectus Wealth

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index