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iShares S&P SmallCap 600 Index shares owned by Apella Capital

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

Historical chart of Apella Capital 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 Apella Capital 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 Apella Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 52k 108.90
2023-12-31 $5.0M 48k 104.64
2023-09-30 $4.6M 49k 94.33
2023-06-30 $4.7M 47k 99.65
2022-12-31 $4.6M 49k 94.64
2022-09-30 $4.1M 47k 87.19
2022-06-30 $4.4M 47k 92.42
2022-03-31 $4.9M 46k 107.88
2021-12-31 $5.3M 47k 114.52
2021-09-30 $5.1M 47k 109.18
2021-06-30 $5.5M 49k 112.98
2021-03-31 $5.4M 50k 108.54
2020-12-31 $5.0M 54k 91.90
2020-09-30 $4.1M 58k 70.22
2020-06-30 $4.0M 58k 68.30
2020-03-31 $3.2M 58k 56.12