iShares S&P SmallCap 600 Index shares owned by Naples Global Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.8M | 50k | 116.96 |
| 2024-06-30 | $5.0M | 47k | 106.66 |
| 2024-03-31 | $5.0M | 45k | 110.52 |
| 2023-12-31 | $4.7M | 43k | 108.25 |
| 2023-09-30 | $4.0M | 42k | 94.79 |
| 2023-06-30 | $4.3M | 43k | 99.65 |
| 2023-03-31 | $3.8M | 39k | 96.70 |
| 2022-12-31 | $3.6M | 38k | 94.64 |
| 2022-09-30 | $3.8M | 44k | 87.19 |
| 2022-06-30 | $3.4M | 37k | 92.40 |
| 2022-03-31 | $2.6M | 24k | 107.86 |
| 2021-12-31 | $1.2M | 10k | 114.55 |
| 2021-09-30 | $981k | 9.0k | 109.15 |
| 2021-06-30 | $1.0M | 9.2k | 112.97 |
| 2021-03-31 | $1.0M | 9.2k | 108.58 |
| 2020-12-31 | $856k | 9.3k | 91.89 |
| 2020-09-30 | $710k | 10k | 70.19 |
| 2020-06-30 | $731k | 11k | 68.29 |
| 2020-03-31 | $530k | 9.4k | 56.15 |
| 2019-12-31 | $799k | 9.5k | 83.84 |
| 2019-09-30 | $643k | 8.3k | 77.85 |
| 2019-06-30 | $635k | 8.1k | 78.26 |
| 2019-03-31 | $461k | 6.0k | 77.09 |
| 2018-12-31 | $432k | 5.9k | 73.85 |
| 2018-09-30 | $615k | 7.4k | 83.50 |
| 2018-06-30 | $615k | 7.4k | 83.50 |
| 2018-03-31 | $573k | 7.4k | 77.02 |
| 2017-12-31 | $588k | 7.7k | 76.76 |
| 2017-09-30 | $531k | 7.2k | 74.21 |
| 2017-06-30 | $491k | 7.0k | 70.09 |
| 2017-03-31 | $479k | 6.9k | 69.12 |
| 2016-12-31 | $453k | 3.3k | 137.48 |
| 2016-09-30 | $269k | 2.2k | 123.96 |
| 2016-06-30 | $252k | 2.2k | 116.13 |
| 2016-03-31 | $244k | 2.2k | 112.44 |
| 2015-12-31 | $233k | 2.1k | 109.91 |
| 2015-09-30 | $226k | 2.1k | 106.60 |
| 2015-06-30 | $250k | 2.1k | 117.92 |
| 2015-03-31 | $250k | 2.1k | 117.92 |
| 2014-12-31 | $239k | 2.1k | 114.08 |
| 2014-09-30 | $219k | 2.1k | 104.53 |
| 2014-06-30 | $235k | 2.1k | 112.17 |
| 2014-03-31 | $231k | 2.1k | 110.26 |
| 2013-12-31 | $229k | 2.1k | 109.31 |
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