iShares S&P SmallCap 600 Index shares owned by Investmark Advisory Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Investmark Advisory Group
from 13F filings
Historical chart of Investmark Advisory Group 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 Investmark Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Investmark Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $276k | 2.4k | 116.99 |
2024-06-30 | $251k | 2.4k | 106.67 |
2024-03-31 | $259k | 2.3k | 110.50 |
2023-09-30 | $219k | 2.3k | 94.34 |
2023-06-30 | $235k | 2.4k | 99.65 |
2023-03-31 | $227k | 2.4k | 96.68 |
2022-12-31 | $222k | 2.3k | 94.65 |
2022-09-30 | $203k | 2.3k | 87.09 |
2022-06-30 | $210k | 2.3k | 92.11 |
2022-03-31 | $259k | 2.3k | 114.15 |
2021-12-31 | $259k | 2.3k | 114.15 |
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