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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

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Quarterly 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