iShares S&P SmallCap 600 Index shares owned by New England Guild Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by New England Guild Wealth Advisors
from 13F filings
Historical chart of New England Guild Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by New England Guild Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $1.9M | 20k | 94.66 |
| 2022-09-30 | $1.8M | 21k | 87.18 |
| 2022-06-30 | $2.3M | 25k | 92.42 |
| 2022-03-31 | $2.6M | 24k | 107.87 |
| 2021-12-31 | $2.8M | 25k | 114.52 |
| 2021-09-30 | $2.6M | 24k | 109.19 |
| 2021-06-30 | $2.6M | 23k | 112.98 |
| 2021-03-31 | $2.0M | 19k | 108.51 |
| 2020-12-31 | $1.9M | 20k | 91.88 |
| 2020-09-30 | $1.6M | 22k | 70.21 |
| 2020-06-30 | $1.9M | 28k | 68.30 |
| 2020-03-31 | $2.0M | 36k | 56.12 |
| 2019-12-31 | $4.9M | 58k | 83.85 |
| 2019-09-30 | $4.9M | 63k | 77.84 |
| 2019-06-30 | $4.7M | 60k | 78.27 |
| 2019-03-31 | $4.6M | 60k | 77.15 |
| 2018-12-31 | $4.1M | 59k | 69.31 |
| 2018-09-30 | $5.3M | 61k | 87.24 |
| 2018-06-30 | $5.0M | 60k | 83.46 |
| 2018-03-31 | $3.9M | 50k | 77.01 |
| 2017-12-31 | $3.9M | 50k | 76.81 |
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