iShares S&P SmallCap 600 Index shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $82M | 691k | 118.83 |
| 2025-06-30 | $70M | 641k | 109.29 |
| 2025-03-31 | $81M | 773k | 104.57 |
| 2024-12-31 | $120M | 1.0M | 115.22 |
| 2024-09-30 | $137M | 1.2M | 116.96 |
| 2024-06-30 | $125M | 1.2M | 104.81 |
| 2024-03-31 | $115M | 1.0M | 110.52 |
| 2023-12-31 | $107M | 984k | 108.25 |
| 2023-09-30 | $84M | 894k | 94.33 |
| 2023-06-30 | $89M | 891k | 99.65 |
| 2023-03-31 | $81M | 841k | 96.70 |
| 2022-12-31 | $93M | 983k | 94.64 |
| 2022-09-30 | $83M | 952k | 87.19 |
| 2022-06-30 | $91M | 989k | 92.41 |
| 2022-03-31 | $115M | 1.1M | 107.88 |
| 2021-12-31 | $119M | 1.0M | 114.51 |
| 2021-09-30 | $127M | 1.2M | 109.19 |
| 2021-06-30 | $110M | 970k | 112.98 |
| 2021-03-31 | $94M | 863k | 108.53 |
| 2020-12-31 | $96M | 1.0M | 91.76 |
| 2020-09-30 | $46M | 654k | 70.30 |
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