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iShares S&P SmallCap 600 Index shares owned by CWS Financial Advisors

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

Historical chart of CWS Financial 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 CWS Financial 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 CWS Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $18M 165k 106.66
2024-03-31 $18M 159k 110.52
2023-12-31 $17M 154k 108.25
2023-09-30 $13M 141k 94.33
2023-06-30 $13M 128k 99.65
2023-03-31 $11M 113k 96.70
2022-12-31 $1.1M 10k 108.58
2022-09-30 $2.3M 26k 87.20
2022-06-30 $2.1M 23k 92.41
2022-03-31 $1.2M 12k 107.87
2021-12-31 $1.4M 13k 114.47
2021-06-30 $1.2M 10k 112.98
2021-03-31 $1.1M 10k 108.58
2020-12-31 $923k 10k 91.94
2020-09-30 $668k 9.5k 70.19
2020-06-30 $648k 9.5k 68.25