iShares S&P SmallCap 600 Index shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Elwood & Goetz Wealth Advisory Group
from 13F filings
Historical chart of Elwood & Goetz Wealth Advisory Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Elwood & Goetz Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.4M | 58k | 110.52 |
| 2023-12-31 | $6.4M | 59k | 108.25 |
| 2023-09-30 | $5.8M | 62k | 94.33 |
| 2023-06-30 | $6.6M | 66k | 99.65 |
| 2023-03-31 | $6.8M | 71k | 96.70 |
| 2022-12-31 | $22M | 237k | 94.64 |
| 2022-09-30 | $20M | 230k | 87.19 |
| 2022-06-30 | $21M | 225k | 92.41 |
| 2022-03-31 | $25M | 234k | 107.88 |
| 2021-12-31 | $26M | 226k | 114.51 |
| 2021-09-30 | $23M | 215k | 109.19 |
| 2021-06-30 | $23M | 199k | 112.98 |
| 2021-03-31 | $21M | 193k | 108.53 |
| 2020-12-31 | $19M | 204k | 91.90 |
| 2020-09-30 | $15M | 213k | 70.23 |
| 2020-06-30 | $14M | 206k | 68.29 |
| 2020-03-31 | $11M | 201k | 56.11 |
| 2019-12-31 | $15M | 176k | 83.85 |
| 2019-09-30 | $13M | 161k | 77.84 |
| 2019-06-30 | $12M | 147k | 78.28 |
| 2019-03-31 | $11M | 138k | 77.15 |
| 2018-12-31 | $8.6M | 124k | 69.32 |
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