iShares S&P SmallCap 600 Index shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia 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 Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $360k | 3.0k | 118.83 |
| 2025-06-30 | $343k | 3.1k | 109.27 |
| 2025-03-31 | $377k | 3.6k | 104.57 |
| 2024-12-31 | $414k | 3.6k | 115.21 |
| 2024-09-30 | $421k | 3.6k | 116.95 |
| 2024-06-30 | $384k | 3.6k | 106.66 |
| 2024-03-31 | $434k | 3.9k | 110.51 |
| 2023-12-31 | $435k | 4.0k | 108.26 |
| 2023-09-30 | $401k | 4.2k | 94.79 |
| 2023-06-30 | $407k | 4.1k | 99.66 |
| 2023-03-31 | $344k | 3.6k | 96.70 |
| 2022-12-31 | $388k | 4.1k | 94.65 |
| 2022-09-30 | $388k | 4.5k | 87.17 |
| 2022-06-30 | $371k | 4.0k | 92.56 |
| 2022-03-31 | $445k | 4.1k | 107.90 |
| 2021-12-31 | $542k | 4.7k | 114.56 |
| 2021-09-30 | $390k | 3.6k | 109.30 |
| 2021-06-30 | $412k | 3.6k | 112.91 |
| 2021-03-31 | $475k | 4.4k | 108.47 |
| 2020-12-31 | $450k | 4.9k | 91.87 |
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