iShares S&P SmallCap 600 Index shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution 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 Evolution 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 Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $880k | 7.6k | 115.22 |
| 2024-09-30 | $894k | 7.6k | 116.96 |
| 2024-06-30 | $815k | 7.6k | 106.66 |
| 2024-03-31 | $844k | 7.6k | 110.52 |
| 2023-12-31 | $886k | 8.2k | 108.25 |
| 2023-09-30 | $1.0M | 11k | 94.33 |
| 2023-06-30 | $1.1M | 11k | 99.65 |
| 2023-03-31 | $1.0M | 11k | 96.70 |
| 2022-12-31 | $1.0M | 11k | 94.64 |
| 2022-09-30 | $943k | 11k | 87.23 |
| 2022-06-30 | $1.1M | 12k | 92.40 |
| 2022-03-31 | $1.2M | 11k | 107.86 |
| 2021-12-31 | $1.3M | 11k | 114.47 |
| 2021-09-30 | $326k | 3.0k | 109.03 |
| 2021-06-30 | $297k | 2.6k | 112.93 |
| 2021-03-31 | $285k | 2.6k | 108.37 |
| 2020-12-31 | $242k | 2.6k | 92.02 |
| 2020-09-30 | $185k | 2.6k | 70.34 |
| 2019-12-31 | $247k | 2.9k | 83.81 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index