iShares S&P SmallCap 600 Index shares owned by Latitude Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Latitude Advisors
from 13F filings
Historical chart of Latitude Advisors 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 Latitude Advisors 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 Latitude Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $622k | 5.6k | 110.52 |
2023-12-31 | $559k | 5.2k | 108.24 |
2023-09-30 | $477k | 5.1k | 94.34 |
2023-06-30 | $503k | 5.0k | 99.65 |
2023-03-31 | $463k | 4.8k | 96.69 |
2022-12-31 | $455k | 4.8k | 94.64 |
2022-09-30 | $375k | 4.3k | 87.29 |
2022-06-30 | $394k | 4.3k | 92.44 |
2022-03-31 | $1.3M | 12k | 107.89 |
2021-12-31 | $914k | 8.0k | 114.55 |
2021-09-30 | $832k | 7.6k | 109.24 |
2021-06-30 | $414k | 3.7k | 112.99 |
2021-03-31 | $344k | 3.2k | 108.52 |
2020-12-31 | $335k | 3.6k | 91.98 |
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