iShares S&P SmallCap 600 Index shares owned by Brio Consultants
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Brio Consultants
from 13F filings
Historical chart of Brio Consultants investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Brio Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 19k | 108.25 |
| 2023-09-30 | $1.9M | 20k | 94.33 |
| 2023-06-30 | $1.9M | 19k | 99.65 |
| 2023-03-31 | $2.0M | 21k | 96.70 |
| 2022-12-31 | $2.2M | 24k | 94.64 |
| 2022-09-30 | $2.3M | 25k | 93.03 |
| 2022-06-30 | $2.9M | 32k | 92.10 |
| 2022-03-31 | $12M | 110k | 107.88 |
| 2021-12-31 | $11M | 97k | 114.51 |
| 2021-09-30 | $11M | 100k | 109.19 |
| 2021-06-30 | $11M | 95k | 112.98 |
| 2021-03-31 | $10M | 92k | 108.53 |
| 2020-12-31 | $8.1M | 88k | 91.90 |
| 2020-09-30 | $7.8M | 111k | 70.23 |
| 2020-06-30 | $6.4M | 93k | 68.29 |
| 2020-03-31 | $811k | 15k | 56.11 |
| 2019-12-31 | $1.2M | 14k | 83.87 |
| 2019-09-30 | $959k | 12k | 77.82 |
| 2019-06-30 | $901k | 12k | 78.27 |
| 2019-03-31 | $818k | 11k | 77.15 |
| 2018-12-31 | $708k | 10k | 69.28 |
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