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iShares S&P SmallCap 600 Index shares owned by Money Concepts Capital Corp

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

Historical chart of Money Concepts Capital Corp 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 Money Concepts Capital Corp 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 Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 107k 110.52
2023-12-31 $11M 100k 108.25
2023-09-30 $9.5M 101k 94.33
2023-06-30 $9.6M 97k 99.65
2023-03-31 $8.7M 754k 11.50
2022-12-31 $9.4M 99k 94.64
2022-09-30 $8.4M 96k 87.19
2022-06-30 $8.7M 94k 93.28
2022-03-31 $10M 96k 107.88
2021-12-31 $46M 401k 114.51
2021-03-31 $44M 404k 108.53
2020-12-31 $39M 423k 91.90

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Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Structure Therapeutics Sponsored Ads (GPCR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Arista Networks (ANET)
Spdr Ser Tr S&p Biotech (XBI)

View all positions for Money Concepts Capital Corp

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
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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