iShares S&P SmallCap 600 Index shares owned by River Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.8M | 19k | 94.33 |
| 2023-06-30 | $2.0M | 20k | 99.65 |
| 2023-03-31 | $1.9M | 20k | 96.70 |
| 2022-12-31 | $1.9M | 20k | 94.64 |
| 2022-09-30 | $1.7M | 20k | 87.19 |
| 2022-06-30 | $1.9M | 20k | 92.43 |
| 2022-03-31 | $2.2M | 20k | 107.87 |
| 2021-12-31 | $2.3M | 20k | 114.53 |
| 2021-09-30 | $2.1M | 19k | 109.20 |
| 2021-06-30 | $2.1M | 19k | 113.00 |
| 2021-03-31 | $1.9M | 17k | 108.54 |
| 2020-12-31 | $1.4M | 15k | 91.92 |
| 2020-09-30 | $919k | 13k | 70.25 |
| 2020-06-30 | $940k | 14k | 68.27 |
| 2020-03-31 | $694k | 12k | 56.15 |
| 2019-12-31 | $1.7M | 20k | 83.84 |
| 2019-09-30 | $1.3M | 16k | 77.85 |
| 2019-06-30 | $1.0M | 13k | 78.28 |
| 2019-03-31 | $659k | 8.5k | 77.09 |
| 2018-12-31 | $530k | 7.7k | 69.26 |
| 2018-09-30 | $467k | 5.4k | 87.21 |
| 2018-06-30 | $400k | 4.8k | 83.47 |
| 2018-03-31 | $277k | 3.6k | 76.90 |
| 2017-12-31 | $269k | 3.5k | 76.95 |
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