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iShares S&P SmallCap 600 Index shares owned by RegentAtlantic Capital

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

Historical chart of RegentAtlantic Capital 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 RegentAtlantic Capital 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 RegentAtlantic Capital

Quarter filed Position value Share count Share price at filing
2022-09-30 $6.6M 76k 87.20
2022-06-30 $72M 775k 92.41
2022-03-31 $87M 804k 107.88
2021-12-31 $111M 971k 114.51
2021-09-30 $105M 958k 109.19
2021-06-30 $107M 948k 112.98
2021-03-31 $101M 931k 108.53
2020-12-31 $118M 1.3M 91.90
2020-09-30 $90M 1.3M 70.23
2020-06-30 $76M 1.1M 68.29
2020-03-31 $50M 885k 56.11
2019-12-31 $512k 6.1k 83.89
2019-09-30 $475k 6.1k 77.83
2019-06-30 $515k 6.6k 78.30
2019-03-31 $466k 6.0k 77.09
2018-12-31 $392k 5.7k 69.29
2018-09-30 $451k 5.2k 87.15
2018-06-30 $367k 4.4k 83.35
2018-03-31 $339k 4.4k 76.99
2017-12-31 $332k 4.3k 76.82
2017-09-30 $404k 5.4k 74.20
2017-06-30 $480k 6.8k 70.08
2017-03-31 $377k 5.4k 69.24
2016-12-31 $374k 2.7k 137.35
2016-09-30 $338k 2.7k 124.13
2016-06-30 $310k 2.7k 116.32
2016-03-31 $235k 2.1k 112.71
2015-12-31 $257k 2.3k 110.30
2015-09-30 $298k 2.8k 106.66
2015-06-30 $14k 1.9k 7.31
2015-03-31 $219k 1.9k 118.19
2014-12-31 $211k 1.9k 114.06
2014-06-30 $208k 1.9k 112.25
2014-03-31 $204k 1.9k 110.09
2013-12-31 $202k 1.9k 109.01

More positions owned by RegentAtlantic Capital

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Goldman Sachs Etf Tr Acces Treasury (GBIL)

View all positions for RegentAtlantic Capital

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