Hamilton Point Investment Advisors »

iShares S&P SmallCap 600 Index shares owned by Hamilton Point Investment Advisors

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

Historical chart of Hamilton Point Investment 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 Hamilton Point Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Hamilton Point Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $59k 500 116.96
2024-06-30 $53k 500 106.66
2024-03-31 $55k 500 110.52
2023-12-31 $54k 500 108.25
2023-09-30 $47k 500 94.79
2023-06-30 $60k 600 99.65
2023-03-31 $58k 600 96.70

More positions owned by Hamilton Point Investment Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Microsoft Corporation (MSFT)
Emcor (EME)
American Express Company (AXP)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Raytheon Technologies Corp (RTX)
TJX Companies (TJX)
Automatic Data Processing (ADP)
Church & Dwight (CHD)
Deere & Company (DE)
Williams-Sonoma (WSM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Eaton Corp SHS (ETN)

View all positions for Hamilton Point Investment Advisors

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index