iShares S&P SmallCap 600 Index shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 11k | 110.52 |
| 2023-12-31 | $2.5M | 23k | 108.25 |
| 2023-09-30 | $2.2M | 23k | 94.33 |
| 2023-06-30 | $2.4M | 24k | 99.65 |
| 2023-03-31 | $1.3M | 13k | 96.70 |
| 2022-12-31 | $1.1M | 11k | 94.64 |
| 2022-09-30 | $1.0M | 12k | 87.17 |
| 2022-06-30 | $1.1M | 12k | 92.43 |
| 2022-03-31 | $1.2M | 12k | 107.85 |
| 2021-12-31 | $848k | 7.4k | 114.55 |
| 2021-09-30 | $322k | 2.9k | 109.26 |
| 2021-06-30 | $320k | 2.8k | 113.11 |
| 2021-03-31 | $674k | 6.2k | 108.53 |
| 2020-12-31 | $14M | 6.1k | 2250.00 |
| 2020-09-30 | $205k | 2.8k | 73.61 |
| 2020-06-30 | $237k | 3.3k | 72.48 |
| 2019-12-31 | $28M | 328k | 83.85 |
| 2019-09-30 | $643k | 7.9k | 81.31 |
| 2019-03-31 | $866k | 11k | 77.18 |
| 2018-12-31 | $885k | 12k | 76.84 |
| 2018-09-30 | $973 | 12k | 0.08 |
| 2018-06-30 | $974 | 11k | 0.09 |
| 2018-03-31 | $843k | 12k | 68.72 |
| 2017-03-31 | $509k | 7.6k | 67.27 |
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