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
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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 |
|---|---|---|---|
| 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 |
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