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iShares S&P SmallCap 600 Index shares owned by Athena Capital Advisors

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

Historical chart of Athena Capital 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 Athena Capital 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 Athena Capital Advisors

Quarter filed Position value Share count Share price at filing
2020-06-30 $3.8M 56k 68.28
2020-03-31 $3.4M 60k 56.11
2019-12-31 $7.8M 94k 83.85
2019-09-30 $7.6M 97k 77.84
2019-06-30 $5.7M 73k 78.27
2018-12-31 $2.1M 31k 69.32
2018-09-30 $1.5M 17k 87.24

More positions owned by Athena Capital Advisors

Thermo Fisher Scientific (TMO)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
iShares Gold Trust Ishares
Nordson Corporation (NDSN)
Apple (AAPL)
iShares Russell 3000 ETF Russell 3000 Etf (IWV)
Alphabet Inc., Class C Shares Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Progressive Corporation (PGR)
Alphabet Inc., Class A Shares Cap Stk Cl A (GOOGL)
Solaredge Technologies (SEDG)
Johnson & Johnson (JNJ)
Eaton Corp SHS (ETN)
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA)
Home Depot (HD)

View all positions for Athena Capital 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