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iShares S&P SmallCap 600 Index shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-12-31 $44M 382k 115.22
2024-09-30 $41M 354k 116.96
2024-06-30 $40M 377k 106.66
2024-03-31 $29M 259k 110.52
2023-12-31 $24M 220k 108.25
2023-09-30 $12M 130k 94.33
2023-06-30 $9.6M 97k 99.65
2023-03-31 $9.6M 100k 96.70
2022-12-31 $88M 927k 94.64
2022-09-30 $87M 994k 87.19
2022-06-30 $9.4M 101k 92.41
2022-03-31 $160M 1.5M 107.88
2021-12-31 $190M 1.7M 114.51
2021-06-30 $162M 1.4M 112.98
2021-03-31 $144M 1.3M 108.53
2020-12-31 $162M 1.4M 112.98
2020-09-30 $162M 1.4M 112.98
2020-06-30 $162M 1.4M 112.98
2020-03-31 $7.2M 129k 56.11
2019-12-31 $162M 1.4M 112.98
2019-09-30 $32M 406k 77.84
2019-06-30 $162M 1.4M 112.98
2019-03-31 $36M 465k 77.15
2018-12-31 $23M 325k 69.32
2018-09-30 $22M 253k 87.24
2018-06-30 $18M 216k 83.46
2018-03-31 $18M 228k 77.01
2017-12-31 $15M 198k 76.81
2017-09-30 $12M 162k 74.22
2017-06-30 $10M 145k 70.11
2017-03-31 $8.9M 129k 69.16
2016-12-31 $4.4M 32k 137.51
2016-09-30 $4.1M 33k 124.14
2016-06-30 $3.7M 31k 116.22
2016-03-31 $1.6M 14k 112.56
2015-12-31 $274k 2.5k 110.17
2015-09-30 $486k 4.6k 106.46
2014-06-30 $405k 3.6k 111.97
2014-03-31 $651k 5.9k 110.19
2013-12-31 $3.5M 32k 109.12
2013-09-30 $5.3M 53k 99.81

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Eafe Value Etf (EFV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index