iShares S&P SmallCap 600 Index shares owned by Bellwether Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Bellwether Advisors
from 13F filings
Historical chart of Bellwether Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Bellwether Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.4M | 45k | 120.18 |
| 2025-09-30 | $5.4M | 45k | 118.83 |
| 2025-06-30 | $4.9M | 45k | 109.29 |
| 2025-03-31 | $4.8M | 46k | 104.53 |
| 2024-12-31 | $5.2M | 45k | 115.22 |
| 2024-09-30 | $5.3M | 46k | 116.96 |
| 2024-06-30 | $4.9M | 46k | 106.66 |
| 2024-03-31 | $5.0M | 46k | 110.52 |
| 2023-12-31 | $4.9M | 46k | 108.25 |
| 2023-09-30 | $4.4M | 47k | 94.33 |
| 2023-06-30 | $4.7M | 47k | 99.65 |
| 2023-03-31 | $4.6M | 47k | 96.70 |
| 2022-12-31 | $4.7M | 49k | 94.64 |
| 2022-09-30 | $4.6M | 52k | 87.19 |
| 2022-06-30 | $5.5M | 60k | 92.41 |
| 2022-03-31 | $7.7M | 71k | 107.87 |
| 2021-12-31 | $8.2M | 71k | 114.50 |
| 2021-09-30 | $7.9M | 73k | 109.32 |
| 2021-06-30 | $8.3M | 74k | 112.97 |
| 2021-03-31 | $7.9M | 73k | 108.52 |
| 2020-12-31 | $6.5M | 71k | 91.90 |
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