iShares S&P SmallCap 600 Index shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $11M | 116k | 94.33 |
| 2023-06-30 | $11M | 110k | 99.65 |
| 2023-03-31 | $11M | 111k | 96.70 |
| 2022-12-31 | $12M | 124k | 94.64 |
| 2022-09-30 | $11M | 122k | 87.19 |
| 2022-06-30 | $11M | 115k | 92.41 |
| 2022-03-31 | $13M | 122k | 107.88 |
| 2021-12-31 | $14M | 119k | 114.51 |
| 2021-09-30 | $13M | 116k | 109.19 |
| 2021-06-30 | $13M | 112k | 112.98 |
| 2021-03-31 | $12M | 112k | 108.53 |
| 2020-12-31 | $10M | 111k | 91.90 |
| 2020-09-30 | $8.1M | 115k | 70.23 |
| 2020-06-30 | $7.8M | 115k | 68.29 |
| 2020-03-31 | $6.9M | 123k | 56.11 |
| 2019-12-31 | $1.1M | 13k | 83.88 |
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