iShares S&P SmallCap 600 Index shares owned by Gratus Capital
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Gratus Capital
from 13F filings
Historical chart of Gratus Capital investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Gratus Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $448k | 4.2k | 106.66 |
| 2024-03-31 | $331k | 3.0k | 110.52 |
| 2023-12-31 | $314k | 2.9k | 108.25 |
| 2023-09-30 | $227k | 2.4k | 94.33 |
| 2023-06-30 | $257k | 2.6k | 99.65 |
| 2023-03-31 | $250k | 2.6k | 96.70 |
| 2022-12-31 | $279k | 2.9k | 94.64 |
| 2022-06-30 | $245k | 2.6k | 92.56 |
| 2022-03-31 | $286k | 2.7k | 107.76 |
| 2021-12-31 | $301k | 2.6k | 114.58 |
| 2021-09-30 | $286k | 2.6k | 109.24 |
| 2021-06-30 | $296k | 2.6k | 113.06 |
| 2021-03-31 | $299k | 2.8k | 108.61 |
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