Captrust Financial Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
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)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index