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iShares S&P SmallCap 600 Index shares owned by Private Advisory

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

Historical chart of Private Advisory 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 Private Advisory 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 Private Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 46k 110.52
2023-09-30 $3.8M 40k 94.33
2023-06-30 $4.2M 42k 99.65
2023-03-31 $3.7M 38k 96.70
2022-12-31 $4.1M 43k 94.64
2022-09-30 $4.7M 54k 87.19
2022-06-30 $5.0M 55k 92.42
2022-03-31 $9.2M 85k 107.88
2021-12-31 $7.4M 65k 114.51
2021-09-30 $6.4M 59k 109.19
2021-06-30 $11M 100k 112.98
2021-03-31 $8.1M 75k 108.52
2020-12-31 $3.5M 38k 91.91
2020-09-30 $2.4M 34k 70.24
2020-06-30 $2.4M 35k 68.30
2020-03-31 $4.6M 83k 56.11
2019-12-31 $6.5M 78k 83.86
2019-09-30 $6.3M 81k 77.85
2019-06-30 $6.1M 78k 78.27
2019-03-31 $3.7M 53k 69.32
2018-12-31 $3.7M 53k 69.32
2018-09-30 $4.4M 54k 81.43
2018-06-30 $5.6M 67k 83.46
2018-03-31 $3.7M 48k 77.00
2017-12-31 $3.2M 42k 76.81
2017-09-30 $3.1M 42k 74.24
2017-06-30 $2.8M 41k 70.06
2017-03-31 $2.8M 40k 69.20
2016-12-31 $3.5M 25k 137.52