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iShares S&P SmallCap 600 Index shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial 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 Fortune Financial 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 Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $697k 5.9k 118.84
2025-06-30 $847k 7.7k 109.29
2025-03-31 $823k 7.9k 104.57
2024-12-31 $931k 8.1k 115.22
2024-09-30 $956k 8.2k 116.96
2024-06-30 $925k 8.7k 106.66
2024-03-31 $1.0M 9.2k 110.52
2023-12-31 $1.2M 11k 108.25
2023-09-30 $1.1M 12k 94.33