iShares S&P SmallCap 600 Index shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth 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 Octavia Wealth 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 Octavia Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $434k | 3.9k | 110.51 |
2023-12-31 | $435k | 4.0k | 108.26 |
2023-09-30 | $401k | 4.2k | 94.79 |
2023-06-30 | $407k | 4.1k | 99.66 |
2023-03-31 | $344k | 3.6k | 96.70 |
2022-12-31 | $388k | 4.1k | 94.65 |
2022-09-30 | $388k | 4.5k | 87.17 |
2022-06-30 | $371k | 4.0k | 92.56 |
2022-03-31 | $445k | 4.1k | 107.90 |
2021-12-31 | $542k | 4.7k | 114.56 |
2021-09-30 | $390k | 3.6k | 109.30 |
2021-06-30 | $412k | 3.6k | 112.91 |
2021-03-31 | $475k | 4.4k | 108.47 |
2020-12-31 | $450k | 4.9k | 91.87 |
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