iShares S&P SmallCap 600 Index shares owned by Long Run Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Long Run Wealth Advisors
from 13F filings
Historical chart of Long Run Wealth 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 Long Run Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Long Run Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $11M | 95k | 110.52 |
2023-12-31 | $9.9M | 92k | 108.25 |
2023-09-30 | $8.2M | 87k | 94.33 |
2023-06-30 | $8.8M | 88k | 99.65 |
2023-03-31 | $10M | 105k | 96.70 |
2022-12-31 | $9.4M | 99k | 94.64 |
2022-09-30 | $8.5M | 97k | 87.19 |
2022-06-30 | $8.4M | 91k | 92.41 |
2022-03-31 | $9.5M | 88k | 108.01 |
2021-12-31 | $1.6M | 14k | 114.50 |
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