iShares S&P SmallCap 600 Index shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios 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 Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 17k | 110.52 |
| 2023-12-31 | $1.6M | 15k | 108.25 |
| 2023-09-30 | $1.3M | 14k | 94.33 |
| 2023-06-30 | $7.0M | 70k | 99.65 |
| 2023-03-31 | $6.5M | 68k | 96.70 |
| 2022-12-31 | $5.8M | 62k | 94.64 |
| 2022-09-30 | $4.3M | 49k | 87.18 |
| 2022-06-30 | $4.0M | 43k | 92.41 |
| 2022-03-31 | $3.7M | 34k | 107.87 |
| 2021-12-31 | $2.5M | 22k | 114.50 |
| 2021-09-30 | $2.9M | 27k | 109.17 |
| 2021-06-30 | $4.7M | 42k | 112.96 |
| 2021-03-31 | $3.7M | 34k | 108.52 |
| 2020-12-31 | $511k | 5.6k | 91.89 |
| 2020-09-30 | $64k | 838 | 75.84 |
| 2020-06-30 | $50k | 734 | 67.66 |
| 2020-03-31 | $143k | 2.5k | 56.11 |
| 2019-12-31 | $243k | 2.9k | 84.12 |
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