iShares S&P SmallCap 600 Index shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.2M | 85k | 108.25 |
| 2023-09-30 | $6.8M | 73k | 94.32 |
| 2023-06-30 | $7.9M | 79k | 99.65 |
| 2023-03-31 | $13M | 134k | 96.70 |
| 2022-12-31 | $6.9M | 73k | 94.64 |
| 2022-09-30 | $6.0M | 68k | 87.19 |
| 2022-06-30 | $6.0M | 65k | 92.40 |
| 2022-03-31 | $6.2M | 57k | 108.21 |
| 2021-12-31 | $6.4M | 56k | 114.26 |
| 2021-09-30 | $5.8M | 53k | 109.19 |
| 2021-06-30 | $5.3M | 47k | 112.74 |
| 2021-03-31 | $2.5M | 23k | 108.52 |
| 2020-12-31 | $1.5M | 17k | 91.87 |
| 2020-09-30 | $1.5M | 21k | 70.23 |
| 2020-06-30 | $1.7M | 25k | 68.26 |
| 2020-03-31 | $1.3M | 24k | 56.14 |
| 2019-12-31 | $2.3M | 27k | 83.84 |
| 2019-09-30 | $2.7M | 35k | 77.82 |
| 2019-06-30 | $2.9M | 37k | 78.25 |
| 2019-03-31 | $2.6M | 34k | 77.15 |
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