Lakeview Capital Partners »

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

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

Historical chart of Lakeview 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 Lakeview 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 Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 9.0k 115.23
2024-09-30 $1.2M 11k 116.97
2024-06-30 $524k 4.7k 110.52
2024-03-31 $524k 4.7k 110.52
2023-12-31 $521k 4.8k 108.24
2023-09-30 $384k 4.1k 94.34
2023-06-30 $312k 3.1k 99.66
2023-03-31 $253k 2.8k 92.07
2022-12-31 $245k 2.4k 101.08
2022-09-30 $232k 2.7k 87.19
2022-06-30 $29k 316 91.77
2022-03-31 $188k 1.7k 108.05
2021-12-31 $41k 360 113.89
2021-09-30 $1.1M 10k 109.15
2021-06-30 $1.1M 10k 112.97
2021-03-31 $1.1M 10k 108.54
2020-12-31 $846k 9.2k 91.85
2020-09-30 $631k 9.0k 70.23
2020-06-30 $622k 9.1k 68.25
2020-03-31 $520k 9.3k 56.06
2019-12-31 $746k 8.9k 83.86
2019-09-30 $682k 8.8k 77.88
2019-06-30 $685k 8.8k 78.22
2019-03-31 $675k 8.7k 77.20
2018-12-31 $560k 8.1k 69.28
2018-09-30 $737k 8.4k 87.26
2018-06-30 $354k 4.2k 83.51
2018-03-31 $335k 4.4k 76.94
2017-12-31 $339k 4.4k 76.84
2017-09-30 $326k 4.4k 74.28
2017-06-30 $320k 4.6k 70.07
2017-03-31 $326k 4.7k 69.13
2016-12-31 $340k 2.5k 137.54
2016-09-30 $305k 2.5k 124.19
2016-06-30 $522k 4.5k 116.15
2016-03-31 $490k 4.4k 112.57
2015-12-31 $481k 4.4k 110.12
2015-09-30 $475k 4.5k 106.45
2015-06-30 $576k 4.9k 117.84
2015-03-31 $575k 4.9k 117.97
2014-12-31 $507k 4.4k 114.04

More positions owned by Lakeview Capital Partners

Listed Fd Tr Shares Lag Cap (OVL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Biohaven (BHVN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Managed Portfolio Series Kensington Hedge (KHPI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Listed Fd Tr Shares Core Bd (OVB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Lakeview Capital Partners

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index