iShares S&P SmallCap 600 Index shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors 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 Consilio Wealth Advisors 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 Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $10M | 89k | 115.22 |
| 2024-09-30 | $11M | 90k | 116.96 |
| 2024-06-30 | $9.6M | 91k | 106.66 |
| 2024-03-31 | $10M | 92k | 110.52 |
| 2023-12-31 | $10M | 93k | 108.25 |
| 2023-09-30 | $9.8M | 107k | 91.52 |
| 2023-06-30 | $10M | 103k | 99.65 |
| 2022-09-30 | $584k | 6.7k | 87.19 |
| 2022-06-30 | $665k | 7.2k | 92.44 |
| 2022-03-31 | $834k | 7.7k | 107.85 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index