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iShares S&P SmallCap 600 Index shares owned by Guardian Asset Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Guardian Asset Advisors from 13F filings

Historical chart of Guardian Asset Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Guardian Asset Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Guardian Asset Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 3.3k 118.86
2025-06-30 $2.3M 21k 109.29
2025-03-31 $2.0M 20k 104.56
2024-12-31 $2.2M 19k 115.17
2024-09-30 $2.1M 18k 116.90
2024-06-30 $3.7M 35k 106.66
2024-03-31 $3.3M 30k 110.58
2023-12-31 $2.6M 24k 108.26