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iShares S&P SmallCap 600 Index shares owned by NewFocus Financial

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

Historical chart of NewFocus Financial 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 NewFocus Financial 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 NewFocus Financial

Quarter filed Position value Share count Share price at filing
2020-12-31 $6.3M 68k 91.89
2020-09-30 $4.6M 66k 70.23
2020-06-30 $3.6M 53k 68.29
2020-03-31 $1.3M 23k 56.10
2019-12-31 $1.8M 21k 83.87
2019-09-30 $704k 9.0k 77.81

More positions owned by NewFocus Financial

Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Calif Mun Bd Etf (CMF)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Cintas Corporation (CTAS)
Lowe's Companies (LOW)
Cisco Systems (CSCO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for NewFocus Financial

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