iShares S&P SmallCap 600 Index shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.5M | 12k | 124.31 |
| 2025-12-31 | $1.4M | 12k | 120.18 |
| 2025-09-30 | $8.1k | 68 | 118.82 |
| 2025-06-30 | $8.2k | 75 | 109.33 |
| 2025-03-31 | $12k | 116 | 104.57 |
| 2024-12-31 | $15k | 126 | 115.22 |
| 2024-09-30 | $13M | 110k | 116.96 |
| 2024-06-30 | $12M | 108k | 106.66 |
| 2024-03-31 | $12M | 108k | 110.52 |
| 2023-12-31 | $648k | 5.7k | 114.51 |
| 2023-09-30 | $7.8M | 83k | 94.33 |
| 2023-06-30 | $6.8M | 69k | 99.65 |
| 2023-03-31 | $2.6M | 27k | 96.70 |
| 2022-12-31 | $2.5M | 26k | 94.64 |
| 2022-09-30 | $2.4M | 27k | 87.20 |
| 2022-06-30 | $2.4M | 26k | 92.39 |
| 2022-03-31 | $723k | 6.7k | 107.89 |
| 2021-12-31 | $648k | 5.7k | 114.51 |
| 2021-09-30 | $523k | 4.8k | 109.21 |
| 2021-06-30 | $634k | 5.6k | 112.91 |
| 2021-03-31 | $579k | 5.3k | 108.55 |
| 2020-12-31 | $380k | 4.1k | 91.83 |
| 2020-09-30 | $351k | 5.0k | 70.30 |
| 2020-06-30 | $293k | 4.3k | 68.20 |
| 2019-12-31 | $567k | 6.8k | 83.84 |
| 2018-12-31 | $723k | 1.0k | 692.53 |
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