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iShares S&P SmallCap 600 Index shares owned by Fidelis Capital Partners

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

Historical chart of Fidelis Capital Partners 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 Fidelis Capital Partners 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 Fidelis Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 25k 108.25
2023-09-30 $1.6M 16k 96.43
2023-06-30 $1.3M 13k 99.65
2023-03-31 $1.6M 17k 93.34
2022-12-31 $581k 6.0k 97.03

More positions owned by Fidelis Capital Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Grw Etf (IWF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Chevron Corporation (CVX)

View all positions for Fidelis Capital Partners

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