Coston, McIsaac & Partners »

iShares S&P SmallCap 600 Index shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners 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 Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $61k 553 110.31
2023-12-31 $59k 553 106.69
2023-09-30 $32k 341 93.84
2023-06-30 $33k 341 96.77
2023-03-31 $33k 344 95.93
2022-12-31 $32k 344 93.02
2022-09-30 $0 3 0.00
2022-06-30 $0 3 0.00

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Berkshire Hathaway Class B Common Stock (BRK.B)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Williams Sonoma Common Stock (WSM)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Apple Common Stock (AAPL)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Walmart Common Stock (WMT)
Procter & Gamble Common Stock (PG)
Pepsico Common Stock (PEP)
Mcdonalds Corp Common Stock (MCD)
The Coca-cola Common Stock (KO)
Ingredion Common Stock (INGR)
Johnson & Johnson Common Stock (JNJ)

View all positions for Coston, McIsaac & Partners

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