iShares S&P SmallCap 600 Index shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 13k | 128.62 |
| 2025-09-30 | $1.6M | 13k | 120.08 |
| 2025-06-30 | $1.5M | 13k | 112.95 |
| 2025-03-31 | $1.3M | 14k | 95.41 |
| 2024-12-31 | $1.7M | 14k | 117.99 |
| 2024-09-30 | $1.7M | 15k | 114.87 |
| 2024-06-30 | $2.0M | 17k | 116.83 |
| 2024-03-31 | $1.9M | 17k | 106.11 |
| 2023-12-31 | $1.9M | 18k | 106.08 |
| 2023-09-30 | $1.7M | 18k | 92.15 |
| 2023-06-30 | $2.1M | 21k | 98.79 |
| 2023-03-31 | $2.1M | 22k | 94.87 |
| 2022-12-31 | $12M | 121k | 97.04 |
| 2022-09-30 | $11M | 122k | 91.71 |
| 2022-06-30 | $11M | 121k | 92.30 |
| 2022-03-31 | $13M | 120k | 104.96 |
| 2021-12-31 | $13M | 111k | 113.07 |
| 2021-09-30 | $12M | 111k | 109.19 |
| 2021-06-30 | $13M | 111k | 112.98 |
| 2021-03-31 | $12M | 112k | 108.89 |
| 2020-12-31 | $12M | 133k | 91.90 |
| 2020-09-30 | $9.8M | 140k | 70.23 |
| 2020-06-30 | $8.6M | 126k | 68.29 |
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