iShares S&P SmallCap 600 Index shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal Wealth Advisors investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $328k | 2.8k | 118.83 |
| 2025-06-30 | $302k | 2.8k | 109.29 |
| 2025-03-31 | $1.2M | 11k | 104.57 |
| 2024-12-31 | $1.4M | 12k | 115.22 |
| 2024-09-30 | $1.4M | 12k | 116.96 |
| 2024-06-30 | $1.3M | 12k | 106.66 |
| 2024-03-31 | $1.3M | 12k | 110.52 |
| 2023-12-31 | $1.3M | 12k | 108.25 |
Top funds holding iShares S&P SmallCap 600 Index
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