iShares S&P SmallCap 600 Index shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $707k | 6.4k | 110.52 |
| 2023-12-31 | $682k | 6.3k | 108.25 |
| 2023-09-30 | $624k | 6.6k | 94.33 |
| 2023-06-30 | $666k | 6.7k | 99.65 |
| 2023-03-31 | $646k | 6.7k | 96.70 |
| 2022-12-31 | $632k | 6.7k | 94.64 |
| 2022-09-30 | $582k | 6.7k | 87.19 |
| 2022-06-30 | $634k | 6.9k | 92.38 |
| 2022-03-31 | $740k | 6.9k | 107.86 |
| 2021-12-31 | $786k | 6.9k | 114.56 |
| 2021-09-30 | $771k | 7.1k | 109.24 |
| 2021-06-30 | $801k | 7.1k | 112.91 |
| 2021-03-31 | $796k | 7.3k | 108.58 |
| 2020-12-31 | $672k | 7.3k | 91.89 |
| 2020-09-30 | $515k | 7.3k | 70.21 |
| 2020-06-30 | $516k | 7.6k | 68.29 |
| 2020-03-31 | $424k | 7.6k | 56.11 |
| 2019-12-31 | $636k | 7.6k | 83.79 |
| 2019-09-30 | $603k | 7.7k | 77.82 |
| 2019-06-30 | $607k | 7.7k | 78.33 |
| 2019-03-31 | $598k | 7.7k | 77.17 |
| 2018-12-31 | $557k | 8.0k | 69.32 |
| 2018-09-30 | $687k | 7.9k | 87.25 |
| 2018-06-30 | $683k | 8.2k | 83.52 |
| 2018-03-31 | $630k | 8.2k | 77.04 |
| 2017-12-31 | $628k | 8.2k | 76.80 |
Top funds holding iShares S&P SmallCap 600 Index
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