iShares S&P SmallCap 600 Index shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis 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 Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 2.2k | 118.85 |
| 2025-06-30 | $235k | 2.2k | 109.28 |
| 2025-03-31 | $225k | 2.2k | 104.57 |
| 2024-12-31 | $206k | 1.8k | 115.25 |
| 2023-03-31 | $2.6M | 27k | 96.70 |
| 2022-12-31 | $2.5M | 27k | 94.64 |
| 2022-09-30 | $2.3M | 26k | 87.20 |
| 2022-06-30 | $2.4M | 26k | 92.42 |
| 2022-03-31 | $2.8M | 26k | 107.88 |
| 2021-12-31 | $3.0M | 26k | 114.53 |
| 2021-09-30 | $2.8M | 26k | 109.20 |
| 2021-06-30 | $2.9M | 26k | 112.99 |
| 2021-03-31 | $2.8M | 26k | 108.54 |
| 2020-12-31 | $2.3M | 26k | 91.92 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index