iShares S&P SmallCap 600 Index shares owned by Lion Street Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lion Street Advisors
from 13F filings
Historical chart of Lion Street Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lion Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $674k | 6.0k | 113.05 |
| 2025-06-30 | $314k | 2.9k | 109.28 |
| 2025-03-31 | $552k | 5.3k | 104.56 |
| 2024-12-31 | $625k | 5.4k | 115.20 |
| 2024-09-30 | $610k | 5.2k | 116.94 |
| 2024-06-30 | $519k | 4.9k | 106.65 |
| 2024-03-31 | $538k | 5.0k | 108.23 |
| 2023-12-31 | $538k | 5.0k | 108.23 |
| 2023-09-30 | $362k | 3.8k | 94.31 |
| 2023-06-30 | $690k | 6.1k | 113.06 |
| 2023-03-31 | $370k | 3.8k | 96.67 |
| 2022-12-31 | $259k | 2.3k | 113.04 |
| 2022-06-30 | $260k | 2.3k | 113.39 |
| 2022-03-31 | $250k | 2.3k | 107.85 |
| 2021-12-31 | $261k | 2.3k | 114.07 |
| 2021-09-30 | $263k | 2.4k | 108.54 |
| 2021-06-30 | $9.0k | 80 | 112.98 |
| 2020-12-31 | $1.2M | 14k | 87.67 |
| 2020-09-30 | $258k | 3.7k | 69.15 |
| 2020-03-31 | $130k | 2.3k | 56.25 |
| 2019-12-31 | $329k | 3.9k | 83.63 |
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