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
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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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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 |
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