iShares S&P SmallCap 600 Index shares owned by Invst
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Invst
from 13F filings
Historical chart of Invst investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Invst
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $372k | 3.4k | 109.30 |
| 2025-03-31 | $361k | 3.5k | 104.58 |
| 2024-12-31 | $361k | 3.1k | 115.20 |
| 2024-09-30 | $469k | 4.0k | 116.97 |
| 2024-06-30 | $590k | 5.6k | 105.83 |
| 2024-03-31 | $536k | 4.9k | 109.39 |
| 2023-12-31 | $613k | 5.9k | 103.62 |
| 2023-09-30 | $609k | 6.5k | 94.34 |
| 2023-06-30 | $351k | 3.5k | 99.66 |
| 2023-03-31 | $826k | 8.9k | 93.14 |
| 2022-12-31 | $2.1M | 21k | 103.64 |
| 2022-09-30 | $26M | 285k | 89.45 |
| 2022-06-30 | $28M | 273k | 103.03 |
| 2022-03-31 | $3.5M | 36k | 96.23 |
| 2021-12-31 | $3.4M | 33k | 103.14 |
| 2021-09-30 | $30M | 276k | 109.19 |
| 2021-06-30 | $27M | 256k | 106.67 |
| 2021-03-31 | $27M | 247k | 110.54 |
| 2020-12-31 | $21M | 228k | 91.90 |
| 2020-09-30 | $3.5M | 49k | 71.23 |
| 2020-06-30 | $2.8M | 42k | 67.31 |
| 2019-09-30 | $495k | 6.5k | 76.31 |
| 2018-09-30 | $5.7M | 67k | 85.93 |
| 2018-06-30 | $1.6M | 20k | 83.46 |
| 2018-03-31 | $232k | 3.1k | 75.15 |
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