iShares S&P SmallCap 600 Index shares owned by Avondale Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Avondale Wealth Management
from 13F filings
Historical chart of Avondale Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Avondale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $310k | 2.9k | 108.25 |
| 2023-09-30 | $283k | 3.0k | 94.33 |
| 2023-06-30 | $314k | 3.1k | 99.65 |
| 2023-03-31 | $355k | 3.7k | 96.70 |
| 2022-12-31 | $286k | 3.0k | 94.64 |
| 2022-09-30 | $538k | 6.2k | 87.13 |
| 2022-06-30 | $311k | 3.4k | 92.39 |
| 2022-03-31 | $1.0M | 9.4k | 107.86 |
| 2021-12-31 | $768k | 6.7k | 114.51 |
| 2021-09-30 | $2.2M | 21k | 109.18 |
| 2021-06-30 | $1.8M | 16k | 113.01 |
| 2021-03-31 | $876k | 8.1k | 108.52 |
| 2020-12-31 | $256k | 2.8k | 91.79 |
| 2020-09-30 | $196k | 2.8k | 70.28 |
| 2020-06-30 | $6.0M | 88k | 68.29 |
| 2020-03-31 | $5.6M | 100k | 56.11 |
| 2019-12-31 | $6.9M | 82k | 83.86 |
| 2019-09-30 | $5.9M | 76k | 77.84 |
| 2019-06-30 | $7.9M | 101k | 78.28 |
| 2019-03-31 | $7.4M | 96k | 77.15 |
| 2018-12-31 | $6.6M | 95k | 69.32 |
| 2018-09-30 | $7.6M | 87k | 87.24 |
| 2018-06-30 | $7.2M | 87k | 83.45 |
| 2018-03-31 | $7.5M | 98k | 77.01 |
| 2017-12-31 | $7.4M | 96k | 76.81 |
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