iShares S&P SmallCap 600 Index shares owned by Stokes Capital Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Stokes Capital Advisors
from 13F filings
Historical chart of Stokes Capital Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Stokes Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $871k | 7.9k | 110.52 |
| 2023-12-31 | $853k | 7.9k | 108.25 |
| 2023-09-30 | $981k | 10k | 94.33 |
| 2023-06-30 | $999k | 10k | 99.65 |
| 2023-03-31 | $1.9M | 20k | 96.70 |
| 2022-12-31 | $2.0M | 22k | 94.64 |
| 2022-09-30 | $2.2M | 26k | 87.19 |
| 2022-06-30 | $2.5M | 27k | 92.42 |
| 2022-03-31 | $3.5M | 33k | 107.88 |
| 2021-12-31 | $4.2M | 37k | 114.52 |
| 2021-09-30 | $4.1M | 37k | 109.18 |
| 2021-06-30 | $4.1M | 36k | 112.98 |
| 2021-03-31 | $4.2M | 38k | 108.54 |
| 2020-12-31 | $3.8M | 41k | 91.91 |
| 2020-09-30 | $3.0M | 43k | 70.23 |
| 2020-06-30 | $3.2M | 47k | 68.30 |
| 2020-03-31 | $2.8M | 51k | 56.11 |
| 2019-12-31 | $3.5M | 42k | 83.84 |
| 2019-09-30 | $3.0M | 38k | 77.83 |
| 2019-06-30 | $3.1M | 40k | 78.29 |
| 2019-03-31 | $3.0M | 39k | 77.15 |
| 2018-12-31 | $4.2M | 60k | 69.33 |
| 2018-09-30 | $5.7M | 65k | 87.23 |
| 2018-06-30 | $5.5M | 66k | 83.46 |
| 2018-03-31 | $4.0M | 52k | 77.02 |
| 2017-12-31 | $3.7M | 49k | 76.81 |
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