iShares S&P SmallCap 600 Index shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $600k | 5.4k | 110.52 |
| 2023-12-31 | $461k | 4.3k | 108.25 |
| 2023-09-30 | $401k | 4.3k | 94.33 |
| 2023-06-30 | $707k | 7.1k | 99.65 |
| 2023-03-31 | $686k | 7.1k | 96.70 |
| 2022-12-31 | $680k | 7.2k | 94.64 |
| 2022-09-30 | $627k | 7.2k | 87.22 |
| 2022-06-30 | $664k | 7.2k | 92.36 |
| 2022-03-31 | $776k | 7.2k | 107.94 |
| 2021-12-31 | $840k | 7.3k | 114.54 |
| 2021-09-30 | $801k | 7.3k | 109.22 |
| 2021-06-30 | $916k | 8.1k | 112.92 |
| 2021-03-31 | $895k | 8.3k | 108.48 |
| 2020-12-31 | $762k | 8.3k | 91.86 |
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