iShares S&P SmallCap 600 Index shares owned by TruWealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $409k | 3.7k | 110.51 |
| 2023-12-31 | $401k | 3.7k | 108.25 |
| 2023-09-30 | $366k | 3.9k | 94.34 |
| 2023-06-30 | $388k | 3.9k | 99.66 |
| 2023-03-31 | $412k | 4.3k | 96.70 |
| 2022-12-31 | $334k | 3.5k | 94.65 |
| 2022-09-30 | $309k | 3.5k | 87.21 |
| 2022-06-30 | $330k | 3.6k | 92.28 |
| 2022-03-31 | $355k | 3.3k | 107.77 |
| 2021-12-31 | $378k | 3.3k | 114.65 |
| 2021-09-30 | $360k | 3.3k | 109.29 |
| 2021-06-30 | $405k | 3.6k | 112.84 |
| 2021-03-31 | $365k | 3.4k | 108.50 |
| 2020-12-31 | $313k | 3.4k | 92.03 |
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