iShares S&P SmallCap 600 Index shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment 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 Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 37k | 118.83 |
| 2025-06-30 | $4.8M | 44k | 109.29 |
| 2025-03-31 | $2.5M | 24k | 104.57 |
| 2024-12-31 | $3.0M | 26k | 115.22 |
| 2024-09-30 | $2.7M | 23k | 116.96 |
| 2024-06-30 | $1.9M | 18k | 106.66 |
| 2024-03-31 | $2.7M | 24k | 110.52 |
| 2023-12-31 | $2.6M | 24k | 105.15 |
| 2023-09-30 | $1.5M | 16k | 94.33 |
| 2023-06-30 | $1.3M | 13k | 99.65 |
| 2023-03-31 | $8.1M | 84k | 96.70 |
| 2022-12-31 | $6.4M | 67k | 94.64 |
| 2022-09-30 | $4.5M | 51k | 87.19 |
| 2022-06-30 | $686k | 7.4k | 92.29 |
| 2022-03-31 | $4.9M | 46k | 105.14 |
| 2021-12-31 | $5.1M | 45k | 113.07 |
| 2021-09-30 | $4.8M | 43k | 111.24 |
| 2021-06-30 | $4.3M | 38k | 111.60 |
| 2021-03-31 | $2.9M | 27k | 108.81 |
| 2020-12-31 | $999k | 10k | 97.75 |
| 2020-09-30 | $626k | 8.7k | 71.86 |
| 2020-06-30 | $448k | 6.6k | 67.70 |
| 2020-03-31 | $2.1M | 40k | 52.18 |
| 2019-12-31 | $2.6M | 31k | 83.77 |
| 2019-09-30 | $2.3M | 31k | 75.65 |
| 2019-06-30 | $1.8M | 23k | 78.44 |
More positions owned by Foundations Investment Advisors
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