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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

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
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