Windsor Capital Management »

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

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

Historical chart of Windsor 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 Windsor 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 Windsor Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 38k 116.96
2024-06-30 $4.1M 38k 106.66
2024-03-31 $4.4M 40k 110.52
2023-12-31 $4.4M 41k 108.25
2023-09-30 $3.9M 41k 94.33
2023-06-30 $4.2M 42k 99.65
2023-03-31 $4.1M 43k 96.70
2022-12-31 $4.1M 43k 94.64
2022-09-30 $3.9M 45k 87.17
2022-06-30 $4.2M 45k 92.41
2022-03-31 $5.0M 47k 107.88
2021-12-31 $5.4M 47k 114.50
2021-09-30 $5.2M 47k 109.17
2021-06-30 $5.4M 48k 112.96
2021-03-31 $5.4M 49k 108.53
2020-12-31 $5.3M 58k 91.89
2020-09-30 $4.2M 59k 70.23
2020-06-30 $4.2M 62k 68.28
2020-03-31 $3.4M 60k 56.09
2019-12-31 $5.2M 62k 83.85
2019-09-30 $4.9M 62k 77.82
2019-06-30 $5.0M 63k 78.28
2019-03-31 $4.9M 64k 77.14
2018-12-31 $4.4M 64k 69.31
2018-09-30 $5.7M 65k 87.23
2018-06-30 $5.5M 66k 83.47
2018-03-31 $5.2M 68k 77.01
2017-12-31 $5.3M 69k 76.81
2017-09-30 $4.4M 63k 70.10
2017-06-30 $4.4M 63k 70.10
2017-03-31 $4.2M 61k 69.16
2016-12-31 $4.2M 30k 137.49
2016-09-30 $3.7M 30k 124.14
2016-06-30 $3.3M 29k 116.21
2016-03-31 $2.9M 26k 112.54
2015-12-31 $2.6M 24k 110.09
2015-09-30 $2.4M 23k 106.55
2015-06-30 $2.4M 21k 117.84
2015-03-31 $2.3M 20k 118.03
2014-12-31 $2.5M 22k 114.05
2014-09-30 $2.1M 20k 104.31
2014-06-30 $2.1M 19k 112.08
2014-03-31 $1.9M 17k 110.14
2013-12-31 $1.4M 13k 109.12
2013-09-30 $1.3M 13k 99.81
2013-06-30 $1.1M 13k 90.32
2013-03-31 $995k 11k 87.07
2012-12-31 $898k 12k 78.07
2012-09-30 $884k 12k 77.06
2012-06-30 $793k 11k 73.28
2012-03-31 $412k 5.4k 76.34
2011-12-31 $331k 4.5k 73.82

More positions owned by Windsor Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Ibonds 27 Etf (IBDS)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Ibds Dec28 Etf (IBDT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Windsor 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
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