iShares S&P SmallCap 600 Index shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $471k | 4.4k | 106.65 |
| 2024-03-31 | $437k | 4.0k | 110.52 |
| 2023-12-31 | $434k | 4.0k | 108.25 |
| 2023-09-30 | $245k | 2.6k | 94.33 |
| 2023-06-30 | $258k | 2.6k | 99.65 |
| 2023-03-31 | $259k | 2.7k | 96.69 |
| 2022-12-31 | $271k | 2.9k | 94.59 |
| 2022-09-30 | $249k | 2.9k | 87.06 |
| 2022-06-30 | $285k | 3.1k | 92.41 |
| 2022-03-31 | $356k | 3.3k | 107.94 |
| 2021-12-31 | $378k | 3.3k | 114.44 |
| 2021-09-30 | $359k | 3.3k | 109.25 |
| 2021-06-30 | $382k | 3.4k | 112.82 |
| 2021-03-31 | $367k | 3.4k | 108.55 |
| 2020-12-31 | $309k | 3.4k | 91.94 |
| 2020-09-30 | $211k | 3.0k | 70.12 |
| 2020-06-30 | $205k | 3.0k | 68.40 |
| 2019-12-31 | $205k | 2.5k | 83.37 |
| 2019-09-30 | $236k | 2.9k | 80.71 |
| 2019-06-30 | $235k | 3.1k | 76.72 |
| 2019-03-31 | $255k | 3.2k | 79.49 |
| 2018-12-31 | $252k | 3.4k | 73.23 |
| 2018-09-30 | $288k | 3.6k | 79.73 |
| 2018-06-30 | $326k | 3.9k | 84.30 |
| 2018-03-31 | $304k | 3.9k | 78.61 |
| 2017-12-31 | $323k | 4.2k | 77.38 |
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