iShares S&P SmallCap 600 Index shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 16k | 116.97 |
| 2024-06-30 | $1.7M | 16k | 106.66 |
| 2024-03-31 | $1.7M | 16k | 110.52 |
| 2023-12-31 | $1.7M | 16k | 108.25 |
| 2023-09-30 | $1.4M | 15k | 94.33 |
| 2023-06-30 | $1.4M | 14k | 99.65 |
| 2023-03-31 | $1.6M | 16k | 96.70 |
| 2022-12-31 | $1.5M | 16k | 94.64 |
| 2022-09-30 | $1.7M | 19k | 87.20 |
| 2022-06-30 | $1.8M | 19k | 92.42 |
| 2022-03-31 | $2.4M | 22k | 107.86 |
| 2021-12-31 | $2.5M | 22k | 114.53 |
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