iShares S&P SmallCap 600 Index shares owned by Carson Advisory
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Carson Advisory
from 13F filings
Historical chart of Carson Advisory investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $800k | 6.9k | 115.23 |
| 2024-09-30 | $361k | 3.1k | 116.97 |
| 2024-06-30 | $297k | 2.8k | 106.66 |
| 2024-03-31 | $308k | 2.8k | 110.54 |
| 2023-12-31 | $237k | 2.2k | 108.23 |
| 2023-09-30 | $215k | 2.3k | 94.34 |
| 2023-06-30 | $208k | 2.1k | 99.66 |
| 2023-03-31 | $225k | 2.3k | 96.70 |
| 2022-12-31 | $213k | 2.2k | 94.63 |
| 2022-06-30 | $212k | 2.3k | 92.42 |
| 2022-03-31 | $243k | 2.3k | 107.86 |
| 2021-12-31 | $258k | 2.3k | 114.67 |
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