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iShares S&P SmallCap 600 Index shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment 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 Perennial Investment 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.3M 24k 94.33
2023-06-30 $2.4M 24k 99.65
2023-03-31 $2.4M 25k 96.70
2022-12-31 $2.5M 26k 94.64
2022-09-30 $2.3M 26k 87.20
2022-06-30 $2.2M 24k 92.40
2022-03-31 $2.9M 27k 107.88
2021-12-31 $2.9M 25k 114.57
2021-09-30 $2.9M 26k 109.08
2021-06-30 $2.9M 26k 112.99
2021-03-31 $2.8M 26k 108.53
2020-12-31 $2.2M 24k 91.90
2020-09-30 $1.8M 25k 70.35
2020-06-30 $1.6M 24k 68.30
2020-03-31 $997k 18k 56.12
2019-12-31 $744k 8.9k 83.92