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iShares S&P SmallCap 600 Index shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 32k 108.25
2023-09-30 $3.1M 32k 94.33
2023-06-30 $3.3M 33k 99.65
2023-03-31 $3.0M 31k 96.70
2022-12-31 $2.9M 31k 94.64
2022-09-30 $2.3M 26k 87.17
2022-06-30 $2.2M 24k 92.42
2022-03-31 $2.5M 23k 109.16
2021-12-31 $2.2M 20k 114.49

More positions owned by Stone Point Wealth

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Terran Orbital Corporation (LLAP)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pepsi (PEP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Stryker Corporation (SYK)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Stone Point Wealth

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