iShares S&P SmallCap 600 Index shares owned by BlueSky Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by BlueSky Wealth Advisors
from 13F filings
Historical chart of BlueSky 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 BlueSky Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 18k | 110.52 |
| 2023-12-31 | $2.0M | 19k | 108.25 |
| 2023-09-30 | $1.8M | 20k | 94.33 |
| 2023-06-30 | $1.9M | 20k | 99.65 |
| 2023-03-31 | $2.1M | 21k | 96.70 |
| 2022-12-31 | $2.1M | 22k | 94.64 |
| 2022-09-30 | $2.0M | 23k | 87.20 |
| 2022-06-30 | $2.3M | 25k | 92.41 |
| 2022-03-31 | $2.9M | 27k | 107.86 |
| 2021-12-31 | $23M | 200k | 114.51 |
| 2021-09-30 | $4.0M | 36k | 109.20 |
| 2021-06-30 | $4.2M | 38k | 111.59 |
| 2021-03-31 | $4.0M | 37k | 109.63 |
| 2020-12-31 | $3.9M | 43k | 91.90 |
| 2020-09-30 | $3.4M | 44k | 75.72 |
| 2020-06-30 | $3.1M | 45k | 68.29 |
| 2020-03-31 | $2.5M | 45k | 56.11 |
| 2019-12-31 | $4.1M | 50k | 83.46 |
| 2019-09-30 | $3.9M | 51k | 75.29 |
| 2019-06-30 | $4.1M | 53k | 78.28 |
| 2019-03-31 | $4.3M | 55k | 78.31 |
| 2018-12-31 | $4.0M | 54k | 74.51 |
| 2018-09-30 | $4.6M | 55k | 83.48 |
| 2018-06-30 | $4.7M | 56k | 83.46 |
| 2018-03-31 | $4.7M | 62k | 77.02 |
| 2017-12-31 | $4.8M | 63k | 76.81 |
| 2017-09-30 | $4.8M | 65k | 74.22 |
| 2017-06-30 | $4.6M | 66k | 70.11 |
| 2017-03-31 | $4.5M | 65k | 69.16 |
| 2016-12-31 | $4.9M | 36k | 137.53 |
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