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iShares S&P SmallCap 600 Index shares owned by Intercontinental Wealth Advisors

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

Historical chart of Intercontinental Wealth 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 Intercontinental Wealth 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 Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $425k 4.3k 99.65
2023-03-31 $459k 4.7k 96.70
2022-12-31 $449k 4.7k 94.64
2022-09-30 $431k 4.9k 87.21
2022-06-30 $386k 4.2k 92.46
2022-03-31 $450k 4.2k 107.78
2021-12-31 $478k 4.2k 114.49
2021-09-30 $456k 4.2k 109.22
2021-06-30 $472k 4.2k 113.05
2021-03-31 $453k 4.2k 108.50
2020-12-31 $424k 4.6k 91.89
2020-09-30 $254k 3.6k 70.11
2020-06-30 $235k 3.0k 78.33
2020-03-31 $231k 3.0k 77.00
2019-12-31 $39k 462 84.42
2019-09-30 $276k 3.5k 77.92
2019-06-30 $235k 3.0k 78.33
2019-03-31 $231k 3.0k 77.00
2018-12-31 $208k 3.0k 69.33
2018-09-30 $262k 3.0k 87.33
2018-06-30 $250k 3.0k 83.33
2018-03-31 $231k 3.0k 77.00
2017-12-31 $230k 3.0k 76.67
2017-09-30 $223k 3.0k 74.33
2017-06-30 $210k 3.0k 70.00
2017-03-31 $207k 3.0k 69.00
2016-12-31 $253k 1.8k 137.43
2016-09-30 $229k 1.8k 124.39
2016-06-30 $214k 1.8k 116.24
2016-03-31 $207k 1.8k 112.44
2015-12-31 $203k 1.8k 110.27

More positions owned by Intercontinental Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Msci Acwi Etf (ACWI)
Amazon (AMZN)
Ark Etf Tr Innovation Etf (ARKK)
Spdr Gold Tr Gold Shs (GLD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)
Ishares Msci Jpn Etf New (EWJ)
Meta Platforms Cl A (META)
Proshares Tr Ultrapro Qqq (TQQQ)

View all positions for Intercontinental Wealth 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