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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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