iShares S&P SmallCap 600 Index shares owned by Matrix Asset Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Matrix Asset Advisors
from 13F filings
Historical chart of Matrix Asset Advisors investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Matrix Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 58k | 118.83 |
| 2025-06-30 | $6.0M | 55k | 109.29 |
| 2025-03-31 | $5.1M | 49k | 104.57 |
| 2024-12-31 | $4.9M | 42k | 115.22 |
| 2024-09-30 | $4.2M | 36k | 116.96 |
| 2024-06-30 | $3.1M | 29k | 106.67 |
| 2024-03-31 | $2.6M | 23k | 110.52 |
| 2023-12-31 | $1.7M | 16k | 108.25 |
| 2023-09-30 | $1.3M | 14k | 94.33 |
| 2023-06-30 | $931k | 9.3k | 99.65 |
| 2023-03-31 | $727k | 7.5k | 96.70 |
| 2022-12-31 | $692k | 7.3k | 94.64 |
| 2022-09-30 | $450k | 5.2k | 87.18 |
| 2022-06-30 | $504k | 5.5k | 92.43 |
| 2022-03-31 | $557k | 5.2k | 107.82 |
| 2021-12-31 | $539k | 4.7k | 114.46 |
| 2021-09-30 | $378k | 3.5k | 109.09 |
| 2021-06-30 | $212k | 1.9k | 112.89 |
Top funds holding iShares S&P SmallCap 600 Index
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