iShares S&P SmallCap 600 Index shares owned by Nelson Roberts Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Nelson Roberts Investment Advisors
from 13F filings
Historical chart of Nelson Roberts Investment Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Nelson Roberts Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 13k | 108.25 |
| 2023-09-30 | $1.2M | 12k | 94.33 |
| 2023-06-30 | $1.2M | 12k | 99.65 |
| 2023-03-31 | $1.2M | 12k | 96.70 |
| 2022-12-31 | $1.2M | 12k | 94.64 |
| 2022-09-30 | $935k | 11k | 87.16 |
| 2022-06-30 | $1.0M | 11k | 92.40 |
| 2022-03-31 | $1.2M | 11k | 107.84 |
| 2021-12-31 | $1.3M | 11k | 114.52 |
| 2021-09-30 | $1.4M | 12k | 109.22 |
| 2021-06-30 | $1.4M | 13k | 112.96 |
| 2021-03-31 | $1.4M | 13k | 108.54 |
| 2020-12-31 | $1.2M | 13k | 91.91 |
| 2020-09-30 | $2.1M | 30k | 70.22 |
| 2020-06-30 | $2.0M | 30k | 68.30 |
| 2020-03-31 | $18M | 315k | 56.11 |
| 2019-12-31 | $26M | 311k | 83.85 |
| 2019-09-30 | $24M | 313k | 77.84 |
| 2019-06-30 | $25M | 315k | 78.28 |
| 2019-03-31 | $24M | 316k | 77.15 |
| 2018-12-31 | $22M | 316k | 69.32 |
| 2018-09-30 | $29M | 328k | 87.24 |
| 2018-06-30 | $27M | 9.4M | 2.90 |
| 2018-03-31 | $25M | 321k | 77.01 |
| 2010-12-31 | $3.7M | 72k | 51.36 |
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