iShares S&P SmallCap 600 Index shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $191k | 1.6k | 116.96 |
| 2024-06-30 | $174k | 1.6k | 106.66 |
| 2024-03-31 | $180k | 1.6k | 110.52 |
| 2023-12-31 | $176k | 1.6k | 108.25 |
| 2023-09-30 | $155k | 1.6k | 94.33 |
| 2023-06-30 | $162k | 1.6k | 99.65 |
| 2023-03-31 | $158k | 1.6k | 96.70 |
| 2022-12-31 | $154k | 1.6k | 94.64 |
| 2022-09-30 | $142k | 1.6k | 87.17 |
| 2022-06-30 | $151k | 1.6k | 92.69 |
| 2022-03-31 | $176k | 1.6k | 108.04 |
| 2021-12-31 | $186k | 1.6k | 114.67 |
| 2021-09-30 | $177k | 1.6k | 109.12 |
| 2021-06-30 | $183k | 1.6k | 113.24 |
| 2021-03-31 | $175k | 1.6k | 108.43 |
| 2020-12-31 | $148k | 1.6k | 91.87 |
| 2020-09-30 | $113k | 1.6k | 70.32 |
| 2020-06-30 | $109k | 1.6k | 68.04 |
| 2020-03-31 | $90k | 1.6k | 56.32 |
| 2019-12-31 | $134k | 1.6k | 84.12 |
| 2019-09-30 | $129k | 1.7k | 77.76 |
| 2019-06-30 | $124k | 1.6k | 78.33 |
| 2019-03-31 | $122k | 1.6k | 77.26 |
| 2018-12-31 | $109k | 1.6k | 69.21 |
| 2018-09-30 | $137k | 1.6k | 87.48 |
| 2018-06-30 | $131k | 1.6k | 83.65 |
| 2018-03-31 | $120k | 1.6k | 76.82 |
| 2015-03-31 | $8.0k | 68 | 117.65 |
| 2014-12-31 | $8.0k | 68 | 117.65 |
| 2014-09-30 | $8.0k | 68 | 117.65 |
| 2014-06-30 | $8.0k | 68 | 117.65 |
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