iShares S&P SmallCap 600 Index shares owned by Archvest Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Archvest Wealth Advisors
from 13F filings
Historical chart of Archvest 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 Archvest Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Archvest Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $408k | 3.5k | 115.21 |
2024-09-30 | $457k | 3.9k | 116.97 |
2024-06-30 | $413k | 3.9k | 105.83 |
2024-03-31 | $432k | 3.9k | 109.39 |
2023-12-31 | $427k | 3.9k | 108.24 |
2023-09-30 | $372k | 3.9k | 94.32 |
2023-06-30 | $393k | 3.9k | 99.64 |
2023-03-31 | $398k | 4.1k | 96.70 |
2022-12-31 | $396k | 4.2k | 94.64 |
2022-09-30 | $365k | 4.2k | 87.24 |
2022-06-30 | $297k | 3.2k | 92.26 |
2022-03-31 | $360k | 3.3k | 107.91 |
2021-12-31 | $382k | 3.3k | 114.54 |
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