iShares S&P SmallCap 600 Index shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 111k | 110.52 |
| 2023-12-31 | $12M | 111k | 108.25 |
| 2023-09-30 | $11M | 115k | 94.33 |
| 2023-06-30 | $12M | 117k | 99.65 |
| 2023-03-31 | $17M | 174k | 96.70 |
| 2022-12-31 | $17M | 178k | 94.64 |
| 2022-09-30 | $16M | 186k | 87.19 |
| 2022-06-30 | $17M | 187k | 92.41 |
| 2022-03-31 | $20M | 185k | 107.88 |
| 2021-12-31 | $44M | 383k | 114.51 |
| 2021-09-30 | $38M | 344k | 109.19 |
| 2021-06-30 | $39M | 344k | 112.98 |
| 2021-03-31 | $38M | 351k | 108.53 |
| 2020-12-31 | $33M | 354k | 91.90 |
| 2020-09-30 | $22M | 320k | 70.23 |
| 2020-06-30 | $22M | 319k | 68.29 |
| 2020-03-31 | $9.4M | 168k | 56.11 |
| 2019-12-31 | $68M | 807k | 83.85 |
| 2019-09-30 | $50M | 636k | 77.84 |
| 2019-06-30 | $48M | 612k | 78.28 |
| 2019-03-31 | $31M | 400k | 77.15 |
| 2018-12-31 | $26M | 381k | 69.32 |
| 2018-09-30 | $33M | 383k | 87.24 |
| 2018-06-30 | $33M | 382k | 86.83 |
| 2018-03-31 | $28M | 366k | 77.01 |
| 2017-12-31 | $27M | 349k | 76.81 |
| 2017-09-30 | $25M | 338k | 74.22 |
| 2017-06-30 | $23M | 327k | 71.00 |
| 2017-03-31 | $21M | 302k | 69.16 |
| 2016-12-31 | $16M | 114k | 137.52 |
| 2016-09-30 | $14M | 110k | 124.15 |
| 2016-06-30 | $12M | 107k | 116.21 |
| 2016-03-31 | $12M | 104k | 112.57 |
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