iShares S&P SmallCap 600 Index shares owned by Cumberland Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Cumberland Advisors
from 13F filings
Historical chart of Cumberland Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Cumberland Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 61k | 118.83 |
| 2025-06-30 | $6.7M | 61k | 109.29 |
| 2025-03-31 | $7.1M | 68k | 104.57 |
| 2024-12-31 | $16M | 137k | 115.22 |
| 2024-09-30 | $16M | 140k | 116.96 |
| 2024-06-30 | $16M | 145k | 106.66 |
| 2024-03-31 | $27M | 243k | 110.52 |
| 2023-12-31 | $20M | 184k | 108.25 |
| 2023-09-30 | $16M | 166k | 94.33 |
| 2023-06-30 | $15M | 147k | 99.65 |
| 2023-03-31 | $9.6M | 99k | 96.70 |
| 2017-12-31 | $13M | 174k | 76.81 |
| 2017-06-30 | $304k | 4.3k | 70.05 |
| 2017-03-31 | $300k | 4.3k | 69.12 |
| 2016-12-31 | $9.7M | 71k | 137.52 |
| 2016-09-30 | $17M | 134k | 124.15 |
| 2016-06-30 | $12M | 104k | 116.21 |
| 2012-03-31 | $5.2M | 68k | 76.32 |
| 2011-12-31 | $4.6M | 68k | 68.30 |
| 2011-03-31 | $6.7M | 91k | 73.56 |
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