iShares S&P SmallCap 600 Index shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 8.7k | 118.83 |
| 2025-06-30 | $944k | 8.6k | 109.28 |
| 2025-03-31 | $936k | 8.9k | 104.57 |
| 2024-12-31 | $1.0M | 8.9k | 115.23 |
| 2024-09-30 | $79k | 672 | 116.96 |
| 2024-06-30 | $101k | 944 | 106.66 |
| 2024-03-31 | $102k | 921 | 110.52 |
| 2023-12-31 | $146k | 1.3k | 108.25 |
| 2023-09-30 | $99k | 1.0k | 94.79 |
| 2023-06-30 | $106k | 1.1k | 99.65 |
| 2023-03-31 | $76k | 784 | 96.70 |
| 2022-12-31 | $74k | 784 | 94.64 |
| 2022-09-30 | $67k | 770 | 87.01 |
| 2022-06-30 | $104k | 1.1k | 92.36 |
| 2022-03-31 | $120k | 1.1k | 108.30 |
| 2021-12-31 | $128k | 1.1k | 114.70 |
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