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iShares S&P SmallCap 600 Index shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $87M 742k 116.96
2024-06-30 $78M 735k 106.66
2023-12-31 $73M 677k 108.25
2023-09-30 $59M 625k 94.33
2023-06-30 $61M 610k 99.25
2023-03-31 $59M 612k 96.31
2022-12-31 $56M 597k 94.25
2022-09-30 $54M 625k 86.84
2022-06-30 $48M 523k 91.97
2022-03-31 $56M 514k 107.88
2021-12-31 $59M 514k 114.51
2021-09-30 $55M 507k 109.19
2021-06-30 $61M 540k 112.98
2021-03-31 $44M 401k 108.53
2020-12-31 $38M 412k 92.74
2020-09-30 $24M 335k 71.23
2020-06-30 $28M 420k 67.31
2020-03-31 $93M 1.8M 52.19
2019-12-31 $150M 1.8M 83.91
2019-09-30 $25M 321k 77.85
2019-06-30 $26M 336k 78.28
2019-03-31 $25M 329k 77.15
2018-12-31 $13M 189k 69.32
2018-09-30 $16M 187k 87.53
2018-06-30 $15M 178k 83.70
2018-03-31 $13M 176k 75.25
2017-12-31 $12M 159k 76.81
2017-09-30 $12M 157k 74.22
2017-06-30 $11M 151k 70.11
2017-03-31 $10M 146k 69.16
2016-12-31 $8.1M 59k 137.52
2016-09-30 $34k 292 116.44
2016-03-31 $5.2M 46k 112.56
2015-12-31 $5.5M 50k 110.10
2015-09-30 $4.9M 46k 106.57
2015-06-30 $232k 2.6k 88.92
2015-03-31 $10M 85k 118.03
2014-12-31 $9.6M 84k 114.07
2014-09-30 $5.9M 57k 104.30
2014-06-30 $6.7M 60k 112.09
2014-03-31 $6.3M 57k 110.12
2013-12-31 $5.9M 54k 109.12
2013-09-30 $328k 3.3k 99.70
2013-06-30 $223k 2.5k 90.50
2013-03-31 $79k 909 86.91
2012-12-31 $68k 868 78.34
2012-09-30 $66k 868 76.04

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial 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