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iShares S&P SmallCap 600 Index shares owned by Watch Point Trust

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

Historical chart of Watch Point Trust 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 Watch Point Trust 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 Watch Point Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.8M 24k 115.22
2024-09-30 $2.9M 25k 116.96
2024-06-30 $2.6M 25k 106.66
2024-03-31 $7.8M 70k 110.52
2023-12-31 $9.6M 89k 108.25
2023-09-30 $497k 5.3k 94.33
2023-06-30 $532k 5.3k 99.65
2023-03-31 $1.6M 17k 96.70
2022-12-31 $890k 9.4k 94.64
2022-09-30 $940k 11k 87.20
2022-06-30 $2.7M 29k 92.41
2022-03-31 $3.4M 31k 107.88
2021-12-31 $3.6M 32k 114.51
2021-09-30 $3.2M 29k 109.20
2021-06-30 $3.4M 30k 113.00
2021-03-31 $3.3M 30k 108.52
2020-12-31 $2.8M 30k 91.86
2020-09-30 $2.1M 30k 70.21
2020-06-30 $2.0M 30k 68.33
2020-03-31 $1.6M 29k 56.14
2019-12-31 $2.3M 28k 83.90
2019-09-30 $2.2M 28k 77.86
2019-06-30 $2.2M 28k 78.28
2019-03-31 $2.2M 28k 77.12
2018-12-31 $1.9M 28k 69.28
2018-09-30 $2.4M 28k 87.29
2018-06-30 $2.1M 25k 83.42
2018-03-31 $2.1M 27k 77.03
2017-12-31 $2.1M 27k 76.82
2017-09-30 $2.0M 27k 74.27
2017-06-30 $1.9M 27k 70.14
2017-03-31 $1.8M 25k 69.16
2016-12-31 $1.8M 13k 137.46
2016-09-30 $1.3M 11k 124.21
2016-06-30 $1.1M 9.7k 116.18
2016-03-31 $776k 6.9k 112.69
2015-12-31 $744k 6.8k 110.15

More positions owned by Watch Point Trust

Ishares Tr core msci intl (IDEV)
Apple (AAPL)
Microsoft Corporation (MSFT)
American Centy Etf Tr (AVLV)
Msa Safety Inc equity (MSA)
NVIDIA Corporation (NVDA)
iShares Russell 1000 Index (IWB)
Amazon (AMZN)
Broadcom (AVGO)
MasterCard Incorporated (MA)
salesforce (CRM)
Booking Holdings (BKNG)
Alphabet Inc Class C cs (GOOG)
Palo Alto Networks (PANW)
Stryker Corporation (SYK)

View all positions for Watch Point Trust

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index