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iShares S&P SmallCap 600 Index shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $32M 293k 110.52
2023-12-31 $31M 290k 108.25
2023-09-30 $27M 288k 94.33
2023-06-30 $29M 288k 99.65
2023-03-31 $27M 281k 96.70
2022-12-31 $28M 291k 94.64
2022-06-30 $27M 287k 92.41
2022-03-31 $30M 277k 107.88
2021-12-31 $31M 266k 114.51
2021-09-30 $28M 259k 109.19
2021-06-30 $28M 252k 112.98
2021-03-31 $27M 251k 108.53
2020-12-31 $28M 306k 91.90
2020-09-30 $22M 316k 70.23
2020-06-30 $21M 313k 68.29
2019-12-31 $23M 272k 83.85
2019-09-30 $20M 250k 77.84
2019-06-30 $17M 219k 78.28
2019-03-31 $16M 201k 77.15
2018-12-31 $14M 196k 69.32
2018-09-30 $15M 174k 87.24
2018-06-30 $14M 164k 83.46
2018-03-31 $12M 160k 77.01
2017-12-31 $11M 140k 76.81
2017-09-30 $10M 137k 74.22
2017-06-30 $9.4M 135k 70.11
2017-03-31 $9.3M 134k 69.16
2016-12-31 $9.5M 69k 137.51
2016-09-30 $8.1M 65k 124.15
2016-06-30 $7.3M 63k 116.22
2016-03-31 $6.8M 60k 112.57
2015-12-31 $5.3M 49k 110.10
2015-09-30 $3.2M 30k 106.59
2015-06-30 $1.5M 13k 117.87
2015-03-31 $3.9M 33k 118.04
2014-12-31 $3.9M 34k 114.07
2014-09-30 $4.0M 38k 104.31
2014-06-30 $4.5M 40k 112.09
2014-03-31 $4.8M 44k 110.13
2013-12-31 $4.7M 43k 109.12
2013-09-30 $4.3M 43k 99.79
2013-06-30 $966k 11k 90.30

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth 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