iShares S&P SmallCap 600 Index shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $332k | 2.8k | 116.96 |
| 2024-06-30 | $322k | 3.0k | 106.66 |
| 2024-03-31 | $449k | 4.1k | 110.52 |
| 2023-12-31 | $479k | 4.4k | 108.24 |
| 2023-09-30 | $684k | 7.3k | 94.33 |
| 2023-06-30 | $1.1M | 11k | 99.65 |
| 2023-03-31 | $1.1M | 11k | 96.70 |
| 2022-12-31 | $1.2M | 12k | 94.64 |
| 2022-09-30 | $1.1M | 13k | 87.17 |
| 2022-06-30 | $1.2M | 13k | 92.41 |
| 2022-03-31 | $1.4M | 13k | 107.86 |
| 2021-12-31 | $1.4M | 13k | 114.52 |
| 2021-09-30 | $1.4M | 13k | 109.21 |
| 2021-06-30 | $1.4M | 13k | 113.02 |
| 2021-03-31 | $1.4M | 13k | 108.50 |
| 2020-12-31 | $1.2M | 13k | 91.92 |
| 2020-09-30 | $845k | 12k | 70.20 |
| 2020-06-30 | $733k | 11k | 68.26 |
| 2020-03-31 | $364k | 6.5k | 56.03 |
| 2019-12-31 | $514k | 6.1k | 83.85 |
Top funds holding iShares S&P SmallCap 600 Index
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