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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

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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
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)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
Vanguard FTSE All World Ex US Etf (VEU)
iShares Core S&P 500 Index Fun Etf (IVV)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Tr S&P Midcap 400 Etf (IJH)

View all positions for Pinnacle Wealth Management Advisory

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