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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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