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

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

Historical chart of Waypoint 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 Waypoint 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 Waypoint Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 19k 110.52
2023-12-31 $2.1M 19k 108.25
2023-09-30 $1.8M 20k 94.33
2023-06-30 $1.7M 17k 99.65
2023-03-31 $1.7M 17k 96.70
2022-12-31 $1.7M 18k 94.64
2022-09-30 $1.6M 18k 87.10
2022-06-30 $1.7M 18k 92.39
2022-03-31 $2.0M 18k 107.81
2021-12-31 $2.1M 18k 114.53

More positions owned by Waypoint Capital Advisors

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Us Small (AVSC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Waypoint Capital Advisors

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