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iShares S&P SmallCap 600 Index shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective 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 Clear Perspective 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 Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $3.8M 33k 114.50
2021-09-30 $3.6M 33k 109.18
2021-06-30 $4.5M 40k 112.97
2021-03-31 $4.1M 38k 108.54
2020-12-31 $3.3M 36k 91.89
2020-09-30 $879k 32k 27.81
2020-06-30 $2.2M 32k 68.29
2020-03-31 $1.8M 32k 56.10
2019-12-31 $2.9M 34k 83.84
2019-09-30 $2.6M 33k 77.84
2019-06-30 $2.7M 34k 78.28
2019-03-31 $2.7M 35k 77.16
2018-12-31 $2.5M 37k 69.33
2018-09-30 $3.1M 35k 87.24
2018-06-30 $2.5M 30k 83.46
2018-03-31 $475k 6.2k 76.94
2017-12-31 $441k 5.7k 76.88
2017-09-30 $409k 5.5k 74.31
2017-06-30 $302k 4.3k 70.13
2017-03-31 $166k 2.4k 69.05
2016-12-31 $165k 1.2k 137.16

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective 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