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iShares S&P SmallCap 600 Index shares owned by Viewpoint Capital Management

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

Historical chart of Viewpoint Capital Management 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 Viewpoint Capital Management 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 Viewpoint Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.1M 29k 106.66
2024-03-31 $3.1M 28k 110.52
2023-12-31 $3.0M 28k 108.25
2023-09-30 $2.7M 28k 94.33
2023-06-30 $2.8M 28k 99.65
2023-03-31 $2.7M 28k 96.70
2022-12-31 $2.7M 28k 94.64
2022-09-30 $2.5M 29k 87.20
2022-06-30 $2.6M 29k 92.41
2022-03-31 $3.1M 29k 107.90
2021-12-31 $3.3M 29k 114.51

More positions owned by Viewpoint Capital Management

Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Nvidia Corp Common Stock (NVDA)
Bank Of America Corp Common Stock (BAC)
Microsoft Corp Common Stock (MSFT)
Ishares Russell 2000 Value Etf Uit Exchange Traded (IWN)
Spdr S&p Homebuilders Etf Uit Exchange Traded (XHB)
Caterpillar Common Stock (CAT)
Citigroup Common Stock (C)
Tesla Common Stock (TSLA)
Vgrd Ftse All Wrld Ex Ussml Cap Etf Uit Exchange Traded (VSS)
American Intl Group Common Stock (AIG)
Procter & Gamble Common Stock (PG)
Apple Common Stock (AAPL)
Ishares Core S&p Small Cap Etf Uit Exchange Traded (IJR)

View all positions for Viewpoint Capital Management

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
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp
Branch Banking & Trust Company

View all funds holding iShares S&P SmallCap 600 Index