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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index