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

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

Historical chart of Biltmore 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 Biltmore 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 Biltmore Capital Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $5.7M 50k 114.50
2021-09-30 $5.1M 47k 109.19
2021-06-30 $4.9M 43k 112.98
2021-03-31 $4.0M 37k 108.53
2020-12-31 $1.5M 17k 91.93
2020-09-30 $272k 3.9k 70.34

More positions owned by Biltmore Capital Advisors

United Parcel Service CL B (UPS)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Biltmore Capital Advisors

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index