iShares S&P SmallCap 600 Index shares owned by Novare Capital Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Novare Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $398k | 3.6k | 109.29 |
| 2025-03-31 | $399k | 3.8k | 104.56 |
| 2024-12-31 | $1.3M | 11k | 115.22 |
| 2024-09-30 | $1.1M | 9.0k | 116.96 |
| 2023-03-31 | $1.3M | 14k | 96.70 |
| 2022-12-31 | $356k | 3.8k | 94.64 |
| 2022-03-31 | $278k | 2.6k | 107.96 |
| 2021-12-31 | $15M | 128k | 114.51 |
| 2021-09-30 | $15M | 134k | 109.19 |
| 2021-06-30 | $15M | 132k | 112.98 |
| 2021-03-31 | $483k | 5.3k | 91.97 |
| 2020-12-31 | $483k | 5.3k | 91.97 |
| 2019-06-30 | $1.1M | 14k | 78.30 |
| 2019-03-31 | $1.6M | 20k | 77.16 |
| 2018-12-31 | $1.5M | 21k | 69.34 |
| 2018-09-30 | $1.8M | 21k | 87.23 |
| 2018-06-30 | $1.4M | 16k | 83.45 |
| 2018-03-31 | $1.1M | 14k | 77.03 |
| 2017-12-31 | $1.1M | 14k | 76.84 |
| 2017-09-30 | $1.0M | 14k | 74.25 |
| 2017-06-30 | $2.2M | 31k | 70.10 |
| 2017-03-31 | $2.8M | 41k | 69.16 |
| 2016-12-31 | $1.5M | 11k | 137.50 |
| 2016-09-30 | $1.1M | 9.2k | 124.15 |
| 2016-06-30 | $897k | 7.7k | 116.15 |
| 2016-03-31 | $867k | 7.7k | 112.63 |
| 2015-12-31 | $1.0M | 9.4k | 110.13 |
| 2015-09-30 | $999k | 9.4k | 106.53 |
| 2015-06-30 | $1.1M | 9.2k | 117.90 |
| 2015-03-31 | $1.1M | 8.9k | 118.08 |
| 2014-12-31 | $1000k | 8.8k | 114.05 |
| 2014-09-30 | $844k | 8.1k | 104.29 |
| 2014-06-30 | $855k | 7.6k | 112.09 |
| 2014-03-31 | $844k | 7.7k | 110.18 |
| 2013-12-31 | $817k | 7.5k | 109.15 |
| 2013-09-30 | $665k | 6.7k | 99.85 |
| 2013-06-30 | $545k | 6.0k | 90.23 |
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