iShares S&P SmallCap 600 Index shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management 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 Capital Advisors Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $929k | 7.8k | 118.83 |
| 2025-06-30 | $956k | 8.7k | 109.29 |
| 2025-03-31 | $1.3M | 13k | 104.57 |
| 2024-12-31 | $1.5M | 13k | 115.22 |
| 2024-09-30 | $1.5M | 12k | 116.96 |
| 2024-06-30 | $1.3M | 12k | 106.66 |
| 2024-03-31 | $1.4M | 13k | 110.52 |
| 2023-12-31 | $1.4M | 13k | 108.25 |
| 2023-09-30 | $1.7M | 18k | 94.33 |
| 2023-06-30 | $1.9M | 19k | 99.65 |
| 2023-03-31 | $1.7M | 17k | 96.70 |
| 2022-12-31 | $1.6M | 17k | 94.64 |
| 2022-09-30 | $1.4M | 16k | 87.20 |
| 2022-06-30 | $1.9M | 21k | 92.43 |
| 2022-03-31 | $5.6M | 52k | 107.89 |
| 2021-12-31 | $7.7M | 68k | 114.51 |
| 2021-09-30 | $6.4M | 58k | 109.20 |
| 2021-06-30 | $4.2M | 38k | 112.99 |
| 2021-03-31 | $3.4M | 31k | 108.54 |
More positions owned by Capital Advisors Wealth Management
View all positions for Capital Advisors Wealth Management
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index