iShares S&P SmallCap 600 Index shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook 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 Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $713k | 6.5k | 110.52 |
| 2023-12-31 | $719k | 6.6k | 108.25 |
| 2023-09-30 | $652k | 6.9k | 94.33 |
| 2023-06-30 | $700k | 7.0k | 99.65 |
| 2023-03-31 | $686k | 7.1k | 96.70 |
| 2022-12-31 | $715k | 7.6k | 94.65 |
| 2022-09-30 | $673k | 7.7k | 87.24 |
| 2022-06-30 | $7.3M | 79k | 92.40 |
| 2022-03-31 | $9.2M | 86k | 107.89 |
| 2021-12-31 | $13M | 109k | 114.51 |
| 2021-09-30 | $12M | 106k | 109.19 |
| 2021-06-30 | $11M | 101k | 112.98 |
| 2021-03-31 | $9.8M | 90k | 108.53 |
| 2020-12-31 | $5.8M | 63k | 91.90 |
| 2020-09-30 | $307k | 4.4k | 70.22 |
| 2020-06-30 | $346k | 5.1k | 68.31 |
| 2020-03-31 | $309k | 5.5k | 56.17 |
| 2019-12-31 | $1.5M | 18k | 83.81 |
| 2019-09-30 | $3.0M | 39k | 77.82 |
| 2019-06-30 | $2.6M | 33k | 78.28 |
| 2019-03-31 | $1.6M | 20k | 77.15 |
| 2018-12-31 | $5.8M | 8.3k | 693.24 |
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