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iShares S&P SmallCap 600 Index shares owned by 180 Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by 180 Wealth Advisors from 13F filings

Historical chart of 180 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 180 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 180 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $900k 7.7k 116.96
2024-06-30 $826k 7.5k 110.24
2024-03-31 $777k 7.0k 110.52
2023-12-31 $675k 6.3k 107.73
2023-09-30 $564k 6.0k 94.34
2023-06-30 $594k 5.9k 100.28
2023-03-31 $554k 5.7k 96.69
2022-12-31 $590k 5.8k 101.80
2022-09-30 $479k 5.5k 87.27
2022-06-30 $477k 5.1k 93.35
2022-03-31 $613k 5.7k 106.76
2021-12-31 $610k 5.8k 104.88
2021-09-30 $612k 5.5k 112.09
2021-06-30 $674k 6.0k 111.64
2021-03-31 $696k 6.3k 110.44
2020-12-31 $593k 5.9k 100.58
2020-09-30 $385k 5.1k 75.48
2020-06-30 $311k 4.5k 69.76
2020-03-31 $835k 16k 52.95
2019-12-31 $1.4M 16k 84.41
2019-09-30 $1.3M 17k 76.83
2019-06-30 $1.5M 20k 77.99
2019-03-31 $1.5M 19k 79.87
2018-12-31 $1.8M 21k 87.23
2018-09-30 $1.8M 21k 87.23
2018-06-30 $1.9M 23k 83.45
2018-03-31 $723k 9.4k 76.97
2017-12-31 $381k 5.0k 76.80