iShares S&P SmallCap 600 Index shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 103k | 118.83 |
| 2025-06-30 | $11M | 101k | 109.29 |
| 2025-03-31 | $11M | 109k | 104.57 |
| 2024-12-31 | $9.5M | 82k | 115.22 |
| 2024-09-30 | $3.5M | 30k | 116.96 |
| 2024-06-30 | $1.2M | 11k | 106.66 |
| 2024-03-31 | $1.3M | 12k | 110.52 |
| 2023-09-30 | $529k | 5.6k | 94.33 |
| 2023-06-30 | $507k | 5.1k | 99.65 |
| 2023-03-31 | $1.5M | 15k | 96.70 |
| 2022-12-31 | $309k | 3.3k | 94.64 |
| 2022-09-30 | $306k | 3.5k | 87.13 |
| 2022-06-30 | $330k | 3.6k | 92.49 |
| 2022-03-31 | $499k | 4.6k | 107.92 |
| 2021-12-31 | $266k | 2.3k | 114.31 |
| 2021-09-30 | $225k | 2.1k | 109.22 |
| 2021-06-30 | $235k | 2.1k | 112.82 |
| 2021-03-31 | $9.0k | 85 | 105.88 |
| 2020-12-31 | $7.0k | 85 | 82.35 |
| 2020-09-30 | $77k | 1.1k | 70.19 |
| 2020-06-30 | $40k | 591 | 67.68 |
| 2020-03-31 | $123k | 2.2k | 55.99 |
| 2019-12-31 | $268k | 3.2k | 83.83 |
| 2019-09-30 | $202k | 2.6k | 77.66 |
| 2019-06-30 | $238k | 3.1k | 78.01 |
| 2019-03-31 | $235k | 3.1k | 77.02 |
Top funds holding iShares S&P SmallCap 600 Index
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