iShares S&P SmallCap 600 Index shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $161k | 1.5k | 109.27 |
| 2025-03-31 | $712k | 6.8k | 104.56 |
| 2024-12-31 | $609k | 5.3k | 115.21 |
| 2024-09-30 | $486k | 4.2k | 116.96 |
| 2024-06-30 | $284k | 2.7k | 106.66 |
| 2024-03-31 | $116k | 1.1k | 110.50 |
| 2023-12-31 | $40k | 370 | 108.16 |
| 2023-09-30 | $103k | 1.1k | 94.37 |
| 2023-06-30 | $119k | 1.2k | 99.68 |
| 2023-03-31 | $120k | 1.2k | 96.72 |
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