iShares S&P SmallCap 600 Index shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted 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 Rooted 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 Rooted Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.2M | 20k | 107.46 |
2023-12-31 | $2.3M | 22k | 103.60 |
2023-09-30 | $1.7M | 18k | 96.20 |
2023-06-30 | $1.8M | 18k | 98.79 |
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