iShares S&P SmallCap 600 Index shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $151M | 1.4M | 108.25 |
| 2023-09-30 | $81M | 860k | 94.33 |
| 2023-06-30 | $80M | 803k | 99.65 |
| 2023-03-31 | $70M | 728k | 96.70 |
| 2022-12-31 | $70M | 1.6k | 44166.52 |
| 2022-09-30 | $54M | 622k | 87.19 |
| 2022-06-30 | $59M | 641k | 92.41 |
| 2022-03-31 | $58M | 534k | 107.88 |
| 2021-12-31 | $58M | 509k | 114.51 |
| 2021-09-30 | $53M | 485k | 109.19 |
| 2021-06-30 | $52M | 460k | 112.98 |
| 2021-03-31 | $51M | 469k | 108.53 |
| 2020-12-31 | $35M | 382k | 91.90 |
| 2020-09-30 | $26M | 367k | 70.23 |
| 2020-06-30 | $27M | 389k | 68.29 |
| 2020-03-31 | $19M | 341k | 56.11 |
| 2019-12-31 | $25M | 302k | 83.85 |
| 2019-09-30 | $22M | 281k | 77.84 |
| 2019-06-30 | $22M | 63k | 351.18 |
| 2019-03-31 | $20M | 258k | 77.15 |
| 2018-12-31 | $17M | 246k | 69.32 |
| 2018-09-30 | $20M | 231k | 87.24 |
| 2018-06-30 | $15M | 203k | 73.29 |
| 2018-03-31 | $3.3M | 43k | 77.00 |
| 2017-12-31 | $3.1M | 40k | 76.82 |
| 2017-09-30 | $2.8M | 37k | 74.22 |
| 2017-06-30 | $771k | 11k | 70.12 |
| 2015-09-30 | $9.0k | 87 | 103.45 |
More positions owned by Moneta Group Investment Advisors
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