iShares S&P SmallCap 600 Index shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by U.S. Capital Wealth 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 U.S. Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.6M | 33k | 108.25 |
| 2023-09-30 | $1.8M | 19k | 94.33 |
| 2023-06-30 | $700k | 7.0k | 99.65 |
| 2022-12-31 | $232k | 2.5k | 94.62 |
| 2022-09-30 | $436k | 5.0k | 87.23 |
| 2022-06-30 | $485k | 5.2k | 92.40 |
| 2022-03-31 | $556k | 5.2k | 107.84 |
| 2021-12-31 | $1.2M | 11k | 114.46 |
| 2021-09-30 | $771k | 7.1k | 109.18 |
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