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iShares S&P SmallCap 600 Index shares owned by Adviser Investments

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

Historical chart of Adviser Investments 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 Adviser Investments 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 Adviser Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 174k 110.52
2023-12-31 $25M 226k 108.25
2023-09-30 $2.4M 25k 94.33
2023-06-30 $2.1M 21k 99.65
2023-03-31 $533k 5.5k 96.70
2022-12-31 $445k 4.5k 99.40
2022-09-30 $412k 4.7k 87.29
2022-06-30 $438k 4.7k 92.35
2022-03-31 $558k 5.2k 107.85
2021-12-31 $624k 5.5k 114.47
2021-09-30 $583k 5.3k 109.09
2021-06-30 $636k 5.6k 112.99
2021-03-31 $7.2M 66k 108.54
2020-12-31 $6.3M 69k 91.90
2020-09-30 $611k 8.7k 70.22
2020-06-30 $476k 7.0k 68.29
2020-03-31 $485k 8.6k 56.15
2019-12-31 $885k 11k 83.85
2019-09-30 $782k 10k 77.80
2019-06-30 $497k 6.3k 78.29
2019-03-31 $487k 6.3k 77.22
2018-12-31 $481k 6.9k 69.35
2018-09-30 $885k 10k 87.27
2018-06-30 $1.0M 12k 83.48
2018-03-31 $722k 9.4k 77.01
2017-12-31 $791k 10k 76.83
2017-09-30 $744k 10k 74.18
2017-06-30 $683k 9.7k 70.08
2017-03-31 $442k 6.4k 69.11