iShares S&P SmallCap 600 Index shares owned by Magnolia Capital Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Magnolia Capital Advisors
from 13F filings
Historical chart of Magnolia Capital Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Magnolia Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 38k | 118.83 |
| 2025-06-30 | $3.8M | 35k | 109.29 |
| 2025-03-31 | $2.8M | 27k | 104.57 |
| 2024-12-31 | $1.8M | 15k | 115.22 |
| 2024-09-30 | $1.9M | 16k | 116.96 |
| 2024-06-30 | $2.3M | 108k | 21.00 |
| 2023-06-30 | $2.0M | 20k | 99.65 |
| 2023-03-31 | $1.9M | 20k | 96.70 |
| 2022-12-31 | $1.9M | 20k | 94.63 |
| 2022-09-30 | $1.7M | 20k | 87.17 |
| 2022-06-30 | $1.8M | 20k | 92.41 |
| 2022-03-31 | $2.2M | 20k | 107.87 |
| 2021-12-31 | $18M | 159k | 114.51 |
| 2021-09-30 | $8.6M | 79k | 109.19 |
| 2021-06-30 | $8.6M | 76k | 112.98 |
| 2020-12-31 | $7.4M | 80k | 91.90 |
| 2020-09-30 | $5.6M | 5.6k | 1000.00 |
| 2020-06-30 | $1.5M | 22k | 68.28 |
| 2020-03-31 | $1.2M | 21k | 56.09 |
| 2019-12-31 | $6.4M | 77k | 83.84 |
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