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iShares S&P SmallCap 600 Index shares owned by Arbor Trust Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Arbor Trust Wealth Advisors from 13F filings

Historical chart of Arbor Trust Wealth 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 Arbor Trust Wealth 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 Arbor Trust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 14k 106.66
2024-06-30 $1.5M 14k 106.66
2024-03-31 $1.4M 14k 105.66
2023-12-31 $1.4M 13k 108.25
2023-09-30 $1.3M 13k 94.79
2023-06-30 $1.3M 14k 99.65
2023-03-31 $1.3M 14k 96.70
2022-12-31 $1.3M 14k 94.64
2022-09-30 $1.1M 13k 87.52
2022-06-30 $1.2M 13k 92.43
2022-03-31 $1.3M 12k 107.89
2021-12-31 $1.5M 13k 114.54
2021-09-30 $1.4M 13k 109.19
2021-06-30 $1.4M 13k 112.97
2021-03-31 $1.4M 13k 108.58
2020-12-31 $1.1M 13k 91.91
2020-09-30 $870k 12k 70.20
2020-06-30 $848k 12k 68.29
2020-03-31 $733k 13k 56.05
2019-12-31 $1.1M 13k 83.86