iShares S&P SmallCap 600 Index shares owned by Financial Life Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Financial Life Advisors
from 13F filings
Historical chart of Financial Life Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Financial Life Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $330k | 2.8k | 116.96 |
| 2024-06-30 | $334k | 3.1k | 106.66 |
| 2024-03-31 | $377k | 3.4k | 110.52 |
| 2023-12-31 | $375k | 3.5k | 108.25 |
| 2023-09-30 | $397k | 4.2k | 94.33 |
| 2023-06-30 | $520k | 5.2k | 99.65 |
| 2023-03-31 | $1.7M | 17k | 96.70 |
| 2022-12-31 | $2.9M | 31k | 94.64 |
| 2022-09-30 | $3.3M | 38k | 87.20 |
| 2022-06-30 | $4.0M | 43k | 92.41 |
| 2022-03-31 | $4.4M | 41k | 107.89 |
| 2021-12-31 | $4.8M | 42k | 114.52 |
| 2021-09-30 | $4.3M | 40k | 109.20 |
| 2021-06-30 | $4.2M | 37k | 112.98 |
| 2021-03-31 | $4.0M | 37k | 108.52 |
| 2020-12-31 | $3.5M | 39k | 91.89 |
| 2020-09-30 | $2.7M | 39k | 70.21 |
| 2020-06-30 | $2.5M | 37k | 68.24 |
| 2020-03-31 | $2.2M | 40k | 56.12 |
| 2019-12-31 | $2.7M | 32k | 83.84 |
| 2019-09-30 | $2.6M | 34k | 77.83 |
| 2019-06-30 | $2.5M | 32k | 78.29 |
| 2019-03-31 | $2.4M | 31k | 77.14 |
| 2018-12-31 | $2.0M | 29k | 69.31 |
| 2018-09-30 | $2.2M | 26k | 87.25 |
| 2018-06-30 | $1.9M | 22k | 83.45 |
| 2018-03-31 | $1.2M | 16k | 75.26 |
| 2017-12-31 | $1.5M | 20k | 76.82 |
Top funds holding iShares S&P SmallCap 600 Index
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