iShares S&P SmallCap 600 Index shares owned by Addison Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $125k | 1.1k | 118.86 |
| 2025-06-30 | $115k | 1.1k | 109.32 |
| 2025-03-31 | $110k | 1.1k | 104.59 |
| 2024-12-31 | $122k | 1.1k | 115.25 |
| 2024-09-30 | $272k | 2.3k | 116.97 |
| 2024-06-30 | $248k | 2.3k | 106.67 |
| 2024-03-31 | $172k | 1.6k | 110.53 |
| 2023-12-31 | $168k | 1.6k | 108.26 |
| 2023-09-30 | $147k | 1.6k | 94.34 |
| 2023-06-30 | $155k | 1.6k | 99.66 |
| 2023-03-31 | $150k | 1.6k | 96.70 |
| 2022-12-31 | $147k | 1.6k | 94.64 |
| 2022-09-30 | $135k | 1.6k | 87.10 |
| 2022-06-30 | $143k | 1.6k | 92.26 |
| 2022-03-31 | $192k | 1.8k | 107.87 |
| 2021-12-31 | $177k | 1.6k | 114.19 |
| 2021-09-30 | $169k | 1.6k | 109.03 |
| 2021-06-30 | $175k | 1.6k | 112.90 |
| 2020-12-31 | $142k | 1.6k | 91.61 |
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