iShares S&P SmallCap 600 Index shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis Advisory Group 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 Curtis Advisory Group 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 Curtis Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $315k | 2.9k | 110.52 |
2023-12-31 | $313k | 2.9k | 108.25 |
2023-09-30 | $268k | 2.8k | 94.33 |
2023-06-30 | $283k | 2.8k | 99.65 |
2023-03-31 | $275k | 2.8k | 96.70 |
2022-12-31 | $269k | 2.8k | 94.64 |
2022-09-30 | $240k | 2.8k | 87.05 |
2022-06-30 | $255k | 2.8k | 92.49 |
2022-03-31 | $301k | 2.8k | 107.77 |
2021-12-31 | $320k | 2.8k | 114.57 |
2021-09-30 | $305k | 2.8k | 109.20 |
2021-06-30 | $306k | 2.7k | 113.04 |
2021-03-31 | $294k | 2.7k | 108.61 |
2020-12-31 | $249k | 2.7k | 91.98 |
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