iShares S&P SmallCap 600 Index shares owned by GoalVest Advisory
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $83k | 699 | 118.83 |
| 2025-06-30 | $76k | 699 | 109.29 |
| 2025-03-31 | $174k | 1.7k | 104.57 |
| 2024-12-31 | $192k | 1.7k | 115.22 |
| 2024-09-30 | $195k | 1.7k | 116.96 |
| 2024-06-30 | $178k | 1.7k | 106.66 |
| 2024-03-31 | $184k | 1.7k | 110.52 |
| 2023-12-31 | $184k | 1.7k | 108.25 |
| 2023-09-30 | $163k | 1.7k | 94.33 |
| 2023-06-30 | $197k | 2.0k | 96.79 |
| 2023-03-31 | $197k | 2.0k | 96.70 |
| 2022-12-31 | $201k | 2.1k | 94.64 |
| 2022-09-30 | $152k | 1.7k | 87.26 |
| 2022-06-30 | $272k | 2.9k | 93.21 |
| 2022-03-31 | $640k | 5.9k | 107.80 |
| 2021-06-30 | $530k | 4.7k | 113.05 |
| 2021-03-31 | $494k | 4.6k | 108.57 |
| 2020-12-31 | $423k | 4.6k | 91.94 |
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