iShares S&P SmallCap 600 Index shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 138k | 118.83 |
| 2025-06-30 | $15M | 137k | 109.29 |
| 2025-03-31 | $13M | 127k | 104.57 |
| 2024-12-31 | $14M | 124k | 115.22 |
| 2024-09-30 | $14M | 122k | 116.96 |
| 2024-06-30 | $12M | 116k | 106.66 |
| 2024-03-31 | $11M | 98k | 110.52 |
| 2023-12-31 | $10M | 93k | 108.25 |
| 2023-09-30 | $5.6M | 60k | 94.33 |
| 2023-06-30 | $5.8M | 58k | 99.66 |
| 2023-03-31 | $3.6M | 38k | 96.70 |
| 2022-12-31 | $1.9M | 21k | 94.62 |
| 2022-09-30 | $550k | 6.3k | 87.20 |
| 2022-06-30 | $282k | 3.1k | 92.34 |
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