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iShares S&P SmallCap 600 Index shares owned by Trifecta Capital Advisors

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

Historical chart of Trifecta Capital Advisors 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 Trifecta Capital Advisors 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 Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 174k 116.96
2024-06-30 $18M 171k 106.66
2024-03-31 $18M 166k 110.52
2023-12-31 $17M 154k 108.25
2023-09-30 $13M 142k 94.33
2023-06-30 $13M 129k 99.65
2023-03-31 $12M 120k 96.70
2022-12-31 $10M 106k 94.64

More positions owned by Trifecta Capital Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Costco Wholesale Corporation (COST)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Palo Alto Networks (PANW)
Caterpillar (CAT)

View all positions for Trifecta Capital Advisors

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