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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
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

Ishares Russell 1000 Growth Etf Equities (IWF)
Nvidia Corp Equities (NVDA)
Microsoft Corp Equities (MSFT)
Vanguard Intermediate-term Bond Fixed Income (BIV)
Ishares Core U.s. Aggregate Bon Fixed Income (AGG)
Ishares Core S&p 500 Etf Equities (IVV)
Spdr S&p 500 Etf Trust Equities (SPY)
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Short-term Treasury Et Fixed Income (VGSH)
Ishares Msci Usa Quality Factor Equities (QUAL)
Eli Lilly & Co Equities (LLY)
Ishares Russell 1000 Value Etf Equities (IWD)
Vanguard Short-term Corporate B Fixed Income (VCSH)
Ishares Core Msci Eafe Etf Equities (IEFA)

View all positions for Montecito Bank & Trust

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index