iShares S&P SmallCap 600 Index shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $62M | 533k | 116.96 |
| 2024-06-30 | $54M | 506k | 106.66 |
| 2024-03-31 | $52M | 468k | 110.52 |
| 2023-12-31 | $51M | 474k | 108.25 |
| 2023-09-30 | $40M | 422k | 94.75 |
| 2023-06-30 | $39M | 391k | 99.65 |
| 2023-03-31 | $33M | 342k | 96.70 |
| 2022-12-31 | $39M | 408k | 94.64 |
| 2022-09-30 | $36M | 410k | 87.18 |
| 2022-06-30 | $28M | 297k | 92.41 |
| 2022-03-31 | $42M | 389k | 107.88 |
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