iShares S&P SmallCap 600 Index shares owned by Motive Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Motive Wealth Advisors
from 13F filings
Historical chart of Motive Wealth Advisors investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Motive Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Motive Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $726k | 6.8k | 106.67 |
2024-06-30 | $726k | 6.8k | 106.67 |
2024-03-31 | $754k | 6.8k | 110.53 |
2023-09-30 | $201k | 2.1k | 94.33 |
2023-06-30 | $213k | 2.1k | 99.65 |
2023-03-31 | $206k | 2.1k | 96.70 |
2022-12-31 | $808k | 8.5k | 94.64 |
2022-09-30 | $785k | 9.0k | 87.18 |
2022-06-30 | $832k | 9.0k | 92.40 |
2022-03-31 | $1.1M | 9.7k | 107.92 |
2021-12-31 | $1.3M | 11k | 114.47 |
2021-09-30 | $880k | 8.1k | 109.17 |
2021-06-30 | $913k | 8.1k | 112.98 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index