iShares S&P SmallCap 600 Index shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta 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 Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $535k | 4.5k | 118.83 |
| 2025-06-30 | $504k | 4.6k | 109.30 |
| 2025-03-31 | $571k | 5.5k | 104.58 |
| 2024-12-31 | $674k | 5.9k | 115.23 |
| 2024-09-30 | $637k | 5.5k | 116.96 |
| 2024-06-30 | $586k | 5.5k | 106.66 |
| 2024-03-31 | $591k | 5.3k | 110.52 |
| 2023-12-31 | $985k | 9.1k | 108.25 |
| 2023-09-30 | $207k | 2.2k | 94.33 |
| 2023-06-30 | $245k | 2.5k | 99.65 |
| 2023-03-31 | $238k | 2.5k | 96.70 |
| 2022-12-31 | $228k | 2.4k | 94.64 |
| 2022-09-30 | $303k | 3.5k | 87.17 |
| 2022-06-30 | $320k | 3.5k | 92.43 |
| 2022-03-31 | $374k | 3.5k | 107.87 |
| 2021-12-31 | $392k | 3.4k | 114.39 |
| 2021-09-30 | $331k | 3.0k | 109.17 |
| 2021-06-30 | $335k | 3.0k | 113.14 |
| 2021-03-31 | $320k | 2.9k | 108.70 |
| 2020-12-31 | $269k | 2.9k | 91.84 |
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