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iShares S&P SmallCap 600 Index shares owned by Cahill Wealth Management

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

Historical chart of Cahill Wealth 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 Cahill Wealth 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 Cahill Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.4M 85k 110.52
2023-12-31 $9.0M 84k 108.25
2023-09-30 $7.3M 77k 94.33
2023-06-30 $7.4M 74k 99.65
2023-03-31 $7.0M 72k 96.70
2022-12-31 $7.6M 72k 104.97
2022-09-30 $5.7M 66k 87.18
2022-06-30 $6.4M 69k 92.40
2022-03-31 $6.8M 63k 107.88

More positions owned by Cahill Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Cahill Wealth Management

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