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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Financial Life 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 Financial Life Advisors

Quarter filed Position value Share count Share price at filing
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