iShares S&P SmallCap 600 Index shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family 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 FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 17k | 116.96 |
| 2024-06-30 | $1.8M | 17k | 108.91 |
| 2024-03-31 | $1.7M | 16k | 104.39 |
| 2023-12-31 | $1.9M | 17k | 108.25 |
| 2023-09-30 | $1.6M | 17k | 94.33 |
| 2023-06-30 | $1.7M | 17k | 99.65 |
| 2023-03-31 | $1.7M | 18k | 96.70 |
| 2022-12-31 | $1.7M | 18k | 94.64 |
| 2022-09-30 | $1.6M | 18k | 87.21 |
| 2022-06-30 | $1.7M | 19k | 92.42 |
| 2022-03-31 | $2.0M | 19k | 107.87 |
| 2021-12-31 | $2.4M | 21k | 114.52 |
| 2021-09-30 | $2.1M | 19k | 109.20 |
| 2021-06-30 | $2.2M | 20k | 112.98 |
| 2021-03-31 | $2.1M | 19k | 108.54 |
| 2020-12-31 | $1.8M | 19k | 91.91 |
| 2020-09-30 | $1.3M | 19k | 70.20 |
| 2020-06-30 | $1.6M | 23k | 68.28 |
| 2020-03-31 | $1.4M | 25k | 56.11 |
| 2019-12-31 | $2.6M | 31k | 83.85 |
| 2019-09-30 | $3.1M | 40k | 77.83 |
| 2019-06-30 | $3.8M | 49k | 78.27 |
| 2019-03-31 | $3.5M | 45k | 77.14 |
| 2018-12-31 | $3.1M | 44k | 69.31 |
| 2018-09-30 | $3.7M | 42k | 87.24 |
| 2018-06-30 | $3.2M | 38k | 83.47 |
| 2018-03-31 | $3.0M | 38k | 77.00 |
| 2017-12-31 | $3.0M | 39k | 76.82 |
| 2017-09-30 | $2.8M | 38k | 74.22 |
| 2017-06-30 | $2.5M | 35k | 70.12 |
| 2017-03-31 | $2.3M | 33k | 69.04 |
| 2016-12-31 | $2.0M | 15k | 137.53 |
| 2016-09-30 | $1.4M | 11k | 124.17 |
| 2016-06-30 | $1.3M | 11k | 116.22 |
| 2016-03-31 | $1.2M | 11k | 112.48 |
| 2015-12-31 | $1.2M | 11k | 110.14 |
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