iShares S&P SmallCap 600 Index shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale 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 Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.0M | 43k | 94.33 |
| 2023-06-30 | $4.2M | 42k | 99.65 |
| 2023-03-31 | $3.9M | 40k | 96.70 |
| 2022-12-31 | $7.2M | 76k | 94.64 |
| 2022-09-30 | $4.3M | 49k | 87.19 |
| 2022-06-30 | $3.7M | 41k | 92.41 |
| 2022-03-31 | $4.7M | 44k | 107.89 |
| 2021-12-31 | $6.1M | 54k | 114.51 |
| 2021-09-30 | $4.4M | 40k | 109.19 |
| 2021-06-30 | $3.9M | 34k | 112.97 |
| 2021-03-31 | $3.7M | 34k | 108.54 |
| 2020-12-31 | $3.1M | 34k | 91.91 |
| 2020-09-30 | $2.7M | 39k | 70.24 |
| 2020-06-30 | $2.5M | 37k | 68.29 |
| 2020-03-31 | $2.0M | 35k | 56.10 |
| 2019-12-31 | $2.7M | 34k | 80.48 |
| 2019-09-30 | $2.5M | 31k | 81.12 |
| 2019-06-30 | $2.1M | 27k | 75.92 |
| 2019-03-31 | $2.2M | 28k | 77.15 |
| 2018-12-31 | $2.2M | 29k | 77.45 |
| 2018-09-30 | $2.0M | 25k | 81.55 |
| 2018-06-30 | $2.0M | 24k | 83.47 |
| 2018-03-31 | $1.5M | 19k | 76.99 |
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