iShares S&P SmallCap 600 Index shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $219k | 2.1k | 104.34 |
| 2021-12-31 | $230k | 2.0k | 114.66 |
| 2021-09-30 | $219k | 2.0k | 109.17 |
| 2021-06-30 | $227k | 2.0k | 113.16 |
| 2021-03-31 | $224k | 2.1k | 108.37 |
| 2020-12-31 | $184k | 2.0k | 91.72 |
| 2020-09-30 | $141k | 2.0k | 70.29 |
| 2020-06-30 | $137k | 2.0k | 68.30 |
| 2020-03-31 | $4.0k | 77 | 51.95 |
| 2019-12-31 | $29k | 343 | 84.55 |
| 2019-09-30 | $58k | 739 | 78.48 |
| 2019-06-30 | $42k | 537 | 78.21 |
| 2019-03-31 | $42k | 546 | 76.92 |
| 2018-12-31 | $65k | 940 | 69.15 |
| 2018-09-30 | $81k | 931 | 87.00 |
| 2018-06-30 | $78k | 931 | 83.78 |
| 2018-03-31 | $66k | 854 | 77.28 |
| 2017-12-31 | $66k | 854 | 77.28 |
| 2017-09-30 | $63k | 854 | 73.77 |
| 2017-06-30 | $60k | 854 | 70.26 |
| 2017-03-31 | $32k | 460 | 69.57 |
| 2016-12-31 | $32k | 230 | 139.13 |
| 2016-09-30 | $45k | 360 | 125.00 |
| 2016-06-30 | $42k | 360 | 116.67 |
| 2016-03-31 | $41k | 360 | 113.89 |
| 2015-12-31 | $14k | 130 | 107.69 |
| 2015-09-30 | $18k | 173 | 104.05 |
| 2015-06-30 | $15k | 130 | 115.38 |
| 2015-03-31 | $15k | 130 | 115.38 |
| 2014-12-31 | $15k | 130 | 115.38 |
| 2014-09-30 | $14k | 130 | 107.69 |
| 2013-12-31 | $29k | 264 | 109.85 |
| 2013-09-30 | $26k | 264 | 98.48 |
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