Pinnacle Wealth Management Advisory »

iShares S&P SmallCap 600 Index shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 176k 116.96
2024-06-30 $19M 175k 106.66
2024-03-31 $19M 167k 110.52
2023-12-31 $19M 171k 108.25
2023-09-30 $17M 176k 94.33
2023-06-30 $19M 188k 99.65
2023-03-31 $17M 171k 96.70
2022-12-31 $16M 173k 94.64
2022-09-30 $12M 140k 87.19
2022-06-30 $12M 134k 92.41
2022-03-31 $5.2M 48k 107.87
2021-12-31 $3.8M 33k 114.50
2021-09-30 $3.6M 33k 109.20
2021-06-30 $3.9M 34k 112.97
2021-03-31 $3.8M 35k 108.52
2020-12-31 $3.3M 36k 91.89
2020-09-30 $2.5M 35k 70.22
2020-06-30 $2.3M 34k 68.28
2020-03-31 $2.1M 37k 56.12
2019-12-31 $4.1M 49k 83.85
2019-09-30 $4.0M 52k 77.84
2019-06-30 $3.9M 50k 78.28
2019-03-31 $3.8M 49k 77.14
2018-12-31 $2.8M 41k 69.33
2018-09-30 $3.3M 37k 87.24
2018-06-30 $2.4M 28k 83.46
2018-03-31 $1.0M 14k 76.98
2017-12-31 $1.1M 14k 76.80
2017-09-30 $1.0M 14k 74.19
2017-06-30 $858k 12k 70.09
2017-03-31 $688k 9.9k 69.17
2016-12-31 $587k 4.3k 137.60
2016-09-30 $388k 3.1k 124.16
2016-06-30 $203k 1.7k 116.33
2015-12-31 $246k 2.2k 110.07

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard US Total Stock Market Etf (VTI)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

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