New Insight Wealth Advisors »

iShares S&P SmallCap 600 Index shares owned by New Insight Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by New Insight Wealth Advisors from 13F filings

Historical chart of New Insight 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 New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 2.2k 118.83
2025-06-30 $250k 2.3k 109.29
2025-03-31 $253k 2.4k 104.57
2024-12-31 $342k 3.0k 115.22
2024-09-30 $366k 3.1k 116.96
2024-06-30 $343k 3.2k 106.66
2024-03-31 $346k 3.1k 110.52
2023-12-31 $334k 3.1k 108.25