iShares S&P SmallCap 600 Index shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood 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 Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 26k | 118.83 |
| 2025-06-30 | $2.7M | 25k | 109.29 |
| 2025-03-31 | $2.3M | 22k | 104.57 |
| 2024-12-31 | $579k | 5.0k | 115.21 |
| 2024-09-30 | $579k | 4.9k | 116.95 |
| 2024-06-30 | $521k | 4.9k | 106.65 |
| 2024-03-31 | $530k | 4.8k | 110.51 |
| 2023-12-31 | $461k | 4.3k | 108.24 |
| 2023-09-30 | $372k | 3.9k | 94.33 |
| 2023-06-30 | $393k | 3.9k | 99.65 |
| 2023-03-31 | $370k | 3.8k | 96.70 |
| 2022-12-31 | $357k | 3.8k | 94.64 |
| 2022-09-30 | $355k | 4.1k | 87.10 |
| 2022-06-30 | $677k | 7.3k | 92.36 |
| 2022-03-31 | $384k | 3.6k | 108.02 |
| 2021-12-31 | $413k | 3.6k | 114.53 |
| 2021-09-30 | $347k | 3.2k | 109.22 |
| 2021-06-30 | $359k | 3.2k | 113.00 |
| 2021-03-31 | $345k | 3.2k | 108.59 |
| 2020-12-31 | $520k | 5.7k | 91.97 |
| 2020-09-30 | $397k | 5.7k | 70.22 |
| 2020-06-30 | $581k | 201k | 2.90 |
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