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iShares S&P SmallCap 600 Index shares owned by Fermata Advisors

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

Historical chart of Fermata 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 Fermata 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 Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $494k 4.2k 116.96
2024-06-30 $452k 4.2k 106.65
2024-03-31 $455k 4.1k 110.53
2023-12-31 $381k 3.5k 108.23
2023-09-30 $350k 3.7k 94.33
2023-03-31 $249k 2.6k 96.68
2022-12-31 $311k 3.3k 94.66
2022-09-30 $379k 4.3k 87.15
2022-06-30 $302k 3.3k 92.50
2022-03-31 $399k 3.7k 107.78
2021-12-31 $421k 3.7k 114.59
2021-09-30 $415k 3.8k 109.07
2021-06-30 $380k 3.4k 113.03