iShares S&P SmallCap 600 Index shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 73k | 118.83 |
| 2025-06-30 | $8.5M | 78k | 109.29 |
| 2025-03-31 | $5.4M | 52k | 104.57 |
| 2024-12-31 | $6.7M | 58k | 115.22 |
| 2024-09-30 | $6.8M | 58k | 116.96 |
| 2024-06-30 | $6.2M | 58k | 106.66 |
| 2024-03-31 | $7.0M | 64k | 110.25 |
| 2023-12-31 | $7.7M | 71k | 108.25 |
| 2023-09-30 | $4.4M | 47k | 94.33 |
| 2023-06-30 | $4.7M | 47k | 99.65 |
| 2023-03-31 | $4.8M | 50k | 96.70 |
| 2022-12-31 | $5.1M | 54k | 94.64 |
| 2022-09-30 | $4.9M | 56k | 87.20 |
| 2022-06-30 | $5.3M | 58k | 92.40 |
| 2022-03-31 | $6.0M | 55k | 107.89 |
| 2021-12-31 | $6.2M | 54k | 114.51 |
| 2021-06-30 | $5.8M | 51k | 112.99 |
| 2021-03-31 | $6.0M | 55k | 108.53 |
| 2020-12-31 | $4.8M | 52k | 91.90 |
| 2020-09-30 | $2.9M | 41k | 70.23 |
| 2020-06-30 | $3.8M | 55k | 68.30 |
| 2019-12-31 | $4.7M | 57k | 83.86 |
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