iShares S&P SmallCap 600 Index shares owned by Morling Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Morling Financial Advisors
from 13F filings
Historical chart of Morling Financial Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $127k | 1.1k | 116.98 |
| 2024-06-30 | $116k | 1.1k | 106.67 |
| 2024-03-31 | $120k | 1.1k | 110.54 |
| 2023-12-31 | $120k | 1.1k | 108.25 |
| 2023-09-30 | $103k | 1.1k | 94.34 |
| 2023-06-30 | $108k | 1.1k | 99.66 |
| 2023-03-31 | $134k | 1.4k | 96.68 |
| 2022-12-31 | $64k | 678 | 94.70 |
| 2022-09-30 | $60k | 682 | 87.98 |
| 2022-06-30 | $63k | 679 | 92.78 |
| 2022-03-31 | $74k | 685 | 108.03 |
| 2021-12-31 | $78k | 684 | 114.04 |
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