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iShares S&P SmallCap 600 Index shares owned by Montecito Bank & Trust

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

Historical chart of Montecito Bank & Trust 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 Montecito Bank & Trust 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 Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 52k 118.83
2025-03-31 $6.0M 57k 104.57
2024-12-31 $6.6M 57k 115.22
2024-09-30 $6.7M 57k 116.96
2024-06-30 $6.1M 57k 106.66
2024-03-31 $6.6M 60k 110.52
2023-12-31 $6.4M 59k 108.25
2023-09-30 $6.3M 66k 94.33
2023-06-30 $6.7M 67k 99.65
2023-03-31 $6.6M 68k 96.70
2022-12-31 $6.7M 71k 94.65
2022-09-30 $5.9M 68k 87.20
2022-06-30 $5.7M 62k 92.40
2022-03-31 $7.2M 66k 107.88
2021-12-31 $7.9M 69k 114.51
2021-09-30 $7.2M 66k 109.19
2021-06-30 $7.5M 66k 112.99
2021-03-31 $7.2M 66k 108.52
2020-12-31 $6.1M 67k 91.91
2020-09-30 $4.3M 61k 70.22
2020-06-30 $4.2M 62k 68.29
2020-03-31 $3.5M 62k 56.12
2019-12-31 $5.2M 62k 83.85
2019-09-30 $4.9M 63k 77.84
2019-06-30 $5.2M 67k 78.28
2019-03-31 $5.1M 67k 77.14
2018-12-31 $4.6M 67k 69.32
2018-09-30 $6.8M 78k 87.23
2018-06-30 $3.7M 45k 83.45
2018-03-31 $3.3M 43k 77.00
2017-12-31 $3.2M 42k 76.82
2017-09-30 $3.0M 40k 74.21
2017-06-30 $3.1M 44k 70.10
2017-03-31 $4.2M 61k 69.16
2016-12-31 $3.2M 23k 137.51
2016-09-30 $3.1M 25k 124.15
2016-06-30 $2.9M 25k 116.22
2016-03-31 $2.9M 26k 112.58
2015-12-31 $1.6M 15k 110.08
2015-09-30 $794k 7.5k 106.51
2015-06-30 $766k 6.5k 118.08
2015-03-31 $766k 6.5k 118.08
2014-12-31 $734k 6.4k 114.08
2014-09-30 $414k 4.0k 104.36
2014-06-30 $335k 3.0k 112.23
2014-03-31 $329k 3.0k 110.22
2013-12-31 $527k 4.8k 109.20

More positions owned by Montecito Bank & Trust

Nvidia Corp Equities (NVDA)
Ishares Russell 1000 Growth Etf Equities (IWF)
Microsoft Corp Equities (MSFT)
Ishares Core S&p 500 Etf Equities (IVV)
Vanguard Intermediate-term Bond Fixed Income (BIV)
Ishares Core U.s. Aggregate Bon Fixed Income (AGG)
Spdr S&p 500 Etf Trust Equities (SPY)
Vanguard Short-term Treasury Et Fixed Income (VGSH)
Alphabet Inc-cl A Equities (GOOGL)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT)
Ishares Core Msci Eafe Etf Equities (IEFA)
Ishares Msci Usa Quality Factor Equities (QUAL)
Ishares Russell 1000 Value Etf Equities (IWD)
Jpmorgan Chase & Co Equities (JPM)

View all positions for Montecito Bank & Trust

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