iShares S&P SmallCap 600 Index shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius 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 Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 285k | 116.95 |
| 2024-06-30 | $2.5M | 23k | 106.66 |
| 2024-03-31 | $2.5M | 23k | 110.52 |
| 2023-12-31 | $2.5M | 24k | 108.25 |
| 2023-09-30 | $2.2M | 23k | 94.33 |
| 2023-06-30 | $2.3M | 24k | 99.65 |
| 2023-03-31 | $2.3M | 24k | 96.70 |
| 2022-12-31 | $2.1M | 22k | 94.64 |
| 2022-09-30 | $18M | 206k | 87.19 |
| 2022-06-30 | $1.9M | 20k | 92.40 |
| 2022-03-31 | $2.6M | 25k | 107.86 |
| 2021-12-31 | $2.6M | 23k | 114.49 |
Top funds holding iShares S&P SmallCap 600 Index
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