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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
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

More positions owned by CWS Financial Advisors

Stryker Corporation (SYK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Growth Etf (VUG)
Pepsi (PEP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
McDonald's Corporation (MCD)
Exxon Mobil Corporation (XOM)

View all positions for CWS Financial Advisors

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
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index