iShares S&P SmallCap 600 Index shares owned by Financial Advisory Service
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 30k | 118.83 |
| 2025-06-30 | $3.2M | 29k | 109.29 |
| 2025-03-31 | $3.2M | 30k | 104.57 |
| 2024-12-31 | $3.6M | 31k | 115.22 |
| 2024-09-30 | $3.9M | 33k | 116.96 |
| 2024-06-30 | $3.2M | 30k | 106.66 |
| 2024-03-31 | $3.4M | 31k | 110.52 |
| 2023-12-31 | $3.4M | 31k | 108.25 |
| 2023-09-30 | $3.3M | 35k | 94.33 |
| 2023-06-30 | $3.5M | 35k | 99.65 |
| 2023-03-31 | $3.6M | 37k | 96.70 |
| 2022-12-31 | $6.3M | 67k | 94.64 |
| 2022-09-30 | $11M | 131k | 87.19 |
| 2022-06-30 | $12M | 128k | 92.41 |
| 2022-03-31 | $13M | 123k | 107.88 |
| 2021-12-31 | $14M | 124k | 114.51 |
| 2021-09-30 | $15M | 134k | 109.19 |
| 2021-06-30 | $15M | 130k | 112.98 |
| 2021-03-31 | $14M | 126k | 108.53 |
| 2020-12-31 | $11M | 119k | 91.90 |
| 2020-09-30 | $6.1M | 87k | 70.23 |
| 2020-06-30 | $5.1M | 74k | 68.29 |
| 2020-03-31 | $2.3M | 41k | 56.10 |
| 2019-12-31 | $2.2M | 26k | 83.84 |
| 2019-09-30 | $1.9M | 25k | 77.83 |
| 2019-06-30 | $1.8M | 24k | 78.30 |
| 2019-03-31 | $1.9M | 25k | 77.15 |
| 2018-12-31 | $1.7M | 25k | 69.31 |
| 2018-09-30 | $2.1M | 24k | 87.26 |
| 2018-06-30 | $2.0M | 23k | 83.46 |
| 2018-03-31 | $1.8M | 23k | 77.02 |
| 2017-12-31 | $1.7M | 23k | 76.79 |
| 2017-09-30 | $1.7M | 22k | 74.20 |
| 2017-06-30 | $1.5M | 22k | 70.11 |
| 2017-03-31 | $1.6M | 23k | 69.17 |
| 2016-12-31 | $1.1M | 8.0k | 137.53 |
| 2016-09-30 | $933k | 7.5k | 124.12 |
| 2016-06-30 | $597k | 5.1k | 116.31 |
| 2016-03-31 | $448k | 4.0k | 112.51 |
| 2015-12-31 | $562k | 5.1k | 110.09 |
| 2015-09-30 | $253k | 2.4k | 106.71 |
| 2015-06-30 | $279k | 2.4k | 117.67 |
| 2015-03-31 | $280k | 2.4k | 118.09 |
| 2014-12-31 | $270k | 2.4k | 113.88 |
| 2014-09-30 | $247k | 2.4k | 104.18 |
| 2014-06-30 | $222k | 2.0k | 112.06 |
| 2014-03-31 | $223k | 2.0k | 109.91 |
| 2013-12-31 | $313k | 2.9k | 109.29 |
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