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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

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Motive Wealth Advisors

Quarter filed Position value Share count Share price at filing
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