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iShares S&P SmallCap 600 Index shares owned by Delta Financial Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Delta Financial Advisors from 13F filings

Historical chart of Delta Financial 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 Delta Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Delta Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 16k 108.25
2023-09-30 $1.5M 16k 94.33
2023-06-30 $1.6M 16k 99.65
2023-03-31 $1.6M 16k 96.70
2022-12-31 $1.7M 18k 94.64
2022-09-30 $1.6M 18k 87.18
2022-06-30 $1.7M 18k 92.40
2022-03-31 $2.0M 18k 107.87
2021-12-31 $2.1M 18k 114.52
2021-09-30 $2.0M 18k 109.19
2021-06-30 $2.1M 18k 113.00
2021-03-31 $2.1M 20k 108.53
2020-12-31 $1.8M 20k 91.90
2020-09-30 $1.4M 20k 70.23
2020-06-30 $1.3M 20k 68.29
2020-03-31 $1.1M 20k 56.10
2019-12-31 $3.2M 38k 83.86
2019-09-30 $3.0M 38k 77.84
2019-06-30 $3.1M 39k 78.29