iShares S&P SmallCap 600 Index shares owned by Baltimore-Washington Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Baltimore-Washington Financial Advisors
from 13F filings
Historical chart of Baltimore-Washington Financial Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Baltimore-Washington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $955k | 8.0k | 118.83 |
| 2025-06-30 | $847k | 7.7k | 109.28 |
| 2025-03-31 | $9.4M | 90k | 104.57 |
| 2024-12-31 | $10M | 89k | 115.22 |
| 2024-09-30 | $10M | 89k | 116.96 |
| 2024-06-30 | $9.5M | 89k | 106.66 |
| 2024-03-31 | $9.6M | 87k | 110.52 |
| 2023-12-31 | $9.6M | 88k | 108.25 |
| 2023-09-30 | $7.8M | 83k | 94.33 |
| 2023-06-30 | $8.8M | 88k | 99.65 |
| 2023-03-31 | $6.3M | 65k | 96.70 |
| 2022-12-31 | $5.9M | 62k | 94.64 |
| 2022-09-30 | $5.7M | 59k | 96.21 |
| 2022-06-30 | $5.3M | 58k | 92.40 |
| 2022-03-31 | $6.0M | 52k | 115.00 |
| 2021-12-31 | $6.2M | 54k | 114.49 |
| 2021-09-30 | $5.9M | 54k | 109.18 |
| 2021-06-30 | $6.0M | 53k | 112.96 |
| 2021-03-31 | $5.7M | 52k | 108.52 |
| 2020-12-31 | $4.8M | 52k | 91.90 |
| 2020-09-30 | $3.6M | 52k | 70.22 |
| 2020-06-30 | $3.7M | 54k | 68.28 |
| 2020-03-31 | $3.0M | 53k | 56.09 |
| 2019-12-31 | $4.5M | 54k | 83.83 |
| 2019-09-30 | $4.2M | 54k | 77.82 |
| 2019-06-30 | $4.3M | 56k | 78.28 |
| 2019-03-31 | $4.4M | 57k | 77.14 |
| 2018-12-31 | $3.9M | 56k | 69.31 |
| 2018-09-30 | $4.9M | 56k | 87.23 |
| 2018-06-30 | $4.3M | 52k | 83.46 |
| 2018-03-31 | $3.7M | 48k | 77.00 |
| 2017-12-31 | $3.8M | 49k | 76.79 |
| 2017-09-30 | $3.8M | 52k | 74.22 |
| 2017-06-30 | $3.9M | 56k | 70.11 |
| 2017-03-31 | $3.9M | 56k | 69.16 |
| 2016-12-31 | $3.6M | 27k | 137.52 |
| 2016-09-30 | $3.2M | 26k | 124.14 |
| 2016-06-30 | $2.8M | 24k | 116.20 |
| 2016-03-31 | $2.2M | 20k | 112.56 |
| 2015-12-31 | $658k | 6.0k | 110.03 |
| 2015-09-30 | $461k | 4.3k | 106.54 |
| 2015-06-30 | $475k | 4.0k | 117.75 |
| 2015-03-31 | $481k | 4.1k | 118.12 |
| 2014-12-31 | $466k | 4.1k | 114.10 |
| 2014-09-30 | $213k | 2.0k | 104.21 |
| 2014-06-30 | $233k | 2.1k | 112.07 |
| 2014-03-31 | $148k | 1.3k | 110.14 |
| 2013-12-31 | $102k | 935 | 109.09 |
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