iShares S&P SmallCap 600 Index shares owned by Great Point Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Great Point Wealth Advisors
from 13F filings
Historical chart of Great Point 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 Great Point Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9M | 17k | 108.25 |
| 2023-09-30 | $1.6M | 17k | 94.33 |
| 2023-06-30 | $1.8M | 18k | 99.65 |
| 2023-03-31 | $1.7M | 18k | 96.70 |
| 2022-12-31 | $1.7M | 18k | 94.64 |
| 2022-09-30 | $1.5M | 18k | 87.17 |
| 2022-06-30 | $1.6M | 18k | 92.44 |
| 2022-03-31 | $1.9M | 18k | 107.90 |
| 2021-12-31 | $2.1M | 18k | 114.53 |
| 2021-09-30 | $2.0M | 18k | 109.20 |
| 2021-06-30 | $2.1M | 18k | 112.98 |
| 2021-03-31 | $2.0M | 18k | 108.55 |
| 2020-12-31 | $1.9M | 20k | 91.88 |
| 2020-09-30 | $1.4M | 20k | 68.26 |
| 2020-06-30 | $1.4M | 20k | 68.26 |
| 2020-03-31 | $1.1M | 20k | 56.07 |
| 2019-12-31 | $1.7M | 20k | 83.84 |
| 2019-09-30 | $1.4M | 18k | 77.84 |
| 2019-06-30 | $1.3M | 16k | 78.24 |
| 2019-03-31 | $1.2M | 15k | 77.09 |
| 2018-12-31 | $915k | 13k | 69.30 |
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