iShares S&P SmallCap 600 Index shares owned by Arbor Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Arbor Wealth Advisors
from 13F filings
Historical chart of Arbor 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 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Arbor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $380k | 3.2k | 120.18 |
| 2025-09-30 | $376k | 3.2k | 118.83 |
| 2025-06-30 | $346k | 3.2k | 109.29 |
| 2025-03-31 | $331k | 3.2k | 104.57 |
| 2024-12-31 | $365k | 3.2k | 115.22 |
| 2024-09-30 | $447k | 3.8k | 116.96 |
| 2024-06-30 | $408k | 3.8k | 106.66 |
| 2024-03-31 | $423k | 3.8k | 110.52 |
| 2023-12-31 | $465k | 4.3k | 108.25 |
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