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iShares S&P SmallCap 600 Index shares owned by Conservest Capital Advisors

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

Historical chart of Conservest Capital 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 Conservest Capital 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 Conservest Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 208k 110.52
2024-06-30 $22M 195k 110.52
2024-03-31 $23M 208k 110.52
2023-12-31 $37M 342k 108.25
2023-09-30 $32M 344k 94.33
2023-06-30 $33M 334k 99.65
2023-03-31 $31M 324k 96.70
2022-12-31 $29M 310k 94.64
2022-09-30 $26M 298k 87.19
2022-06-30 $27M 290k 92.41
2022-03-31 $29M 271k 107.88
2021-12-31 $30M 260k 114.51
2021-09-30 $28M 261k 109.19
2021-06-30 $29M 258k 112.98
2021-03-31 $27M 253k 108.53
2020-12-31 $23M 247k 91.90
2020-09-30 $17M 245k 70.23
2020-06-30 $17M 255k 68.29
2020-03-31 $14M 249k 56.11
2019-12-31 $20M 233k 83.85
2019-09-30 $17M 218k 77.84
2019-06-30 $18M 225k 78.28
2019-03-31 $16M 213k 77.15
2018-12-31 $15M 211k 69.32
2018-09-30 $19M 223k 87.24
2018-06-30 $17M 207k 83.46
2018-03-31 $16M 209k 77.01
2017-12-31 $16M 209k 76.81
2017-09-30 $16M 209k 74.22
2017-06-30 $14M 205k 70.11
2017-03-31 $14M 196k 69.16

More positions owned by Conservest Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)

View all positions for Conservest Capital 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