iShares S&P SmallCap 600 Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Apella Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Apella Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $5.9M | 52k | 114.92 |
2024-06-30 | $5.4M | 51k | 105.54 |
2024-03-31 | $5.7M | 52k | 108.90 |
2023-12-31 | $5.0M | 48k | 104.64 |
2023-09-30 | $4.6M | 49k | 94.33 |
2023-06-30 | $4.7M | 47k | 99.65 |
2022-12-31 | $4.6M | 49k | 94.64 |
2022-09-30 | $4.1M | 47k | 87.19 |
2022-06-30 | $4.4M | 47k | 92.42 |
2022-03-31 | $4.9M | 46k | 107.88 |
2021-12-31 | $5.3M | 47k | 114.52 |
2021-09-30 | $5.2M | 47k | 111.25 |
2021-06-30 | $5.5M | 49k | 112.98 |
2021-03-31 | $5.4M | 50k | 108.54 |
2020-12-31 | $5.0M | 54k | 91.90 |
2020-09-30 | $4.1M | 58k | 70.22 |
2020-06-30 | $4.0M | 58k | 68.30 |
2020-03-31 | $3.2M | 58k | 56.12 |
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