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iShares S&P SmallCap 600 Index shares owned by CX Institutional

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

Historical chart of CX Institutional 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 CX Institutional 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 CX Institutional

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 44k 110.52
2023-12-31 $4.9M 45k 108.25
2023-09-30 $491k 5.2k 94.33
2023-06-30 $8.2M 82k 99.65
2023-03-31 $12M 128k 96.75
2022-12-31 $1.1M 12k 94.64
2022-09-30 $3.3M 38k 87.19
2022-06-30 $8.1M 88k 92.42
2020-09-30 $5.0k 74 67.57
2020-06-30 $1.0k 11 90.91
2020-03-31 $1.5M 28k 56.12
2019-12-31 $2.0k 29 68.97
2019-09-30 $15k 192 78.12
2019-06-30 $479k 6.1k 78.28
2019-03-31 $18k 228 78.95
2018-12-31 $631k 9.1k 69.31
2018-09-30 $23k 263 87.45
2018-06-30 $19k 228 83.33

More positions owned by CX Institutional

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI World Index Msci World Etf (URTH)
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)
Janus Henderson AAA Hendrson Aaa Cl (JAAA)
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)
Vanguard Mid-Cap Mid Cap Etf (VO)
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)
Vanguard Small-Cap Small Cp Etf (VB)
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)

View all positions for CX Institutional

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