iShares S&P SmallCap 600 Index shares owned by Peress Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Peress Investment Advisors
from 13F filings
Historical chart of Peress 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 Peress Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-06-30 | $1.5M | 18k | 83.48 |
| 2018-03-31 | $1.4M | 18k | 77.00 |
| 2017-12-31 | $1.4M | 18k | 76.78 |
| 2017-09-30 | $1.3M | 18k | 74.24 |
| 2017-06-30 | $1.3M | 18k | 70.12 |
| 2017-03-31 | $1.3M | 19k | 69.17 |
| 2016-12-31 | $1.3M | 9.3k | 137.55 |
| 2016-09-30 | $1.1M | 8.8k | 124.17 |
| 2016-06-30 | $1.0M | 8.8k | 116.19 |
| 2016-03-31 | $987k | 8.8k | 112.54 |
| 2015-12-31 | $966k | 8.8k | 110.15 |
| 2015-09-30 | $935k | 8.8k | 106.61 |
| 2015-06-30 | $1.0M | 8.8k | 117.90 |
| 2015-03-31 | $1.1M | 8.9k | 118.05 |
| 2014-12-31 | $1.0M | 8.9k | 114.01 |
| 2014-09-30 | $941k | 9.0k | 104.32 |
| 2014-06-30 | $1.0M | 9.1k | 112.11 |
| 2014-03-31 | $1.0M | 9.2k | 110.18 |
| 2013-12-31 | $1.1M | 9.9k | 109.11 |
| 2013-09-30 | $856k | 8.6k | 99.77 |
| 2013-06-30 | $761k | 8.4k | 90.27 |
| 2013-03-31 | $734k | 8.4k | 87.07 |
| 2012-12-31 | $662k | 8.5k | 78.07 |
| 2012-09-30 | $654k | 8.5k | 77.12 |
| 2012-06-30 | $621k | 8.5k | 73.23 |
| 2012-03-31 | $647k | 8.5k | 76.30 |
| 2011-12-31 | $572k | 8.4k | 68.26 |
| 2011-09-30 | $485k | 8.3k | 58.57 |
| 2011-06-30 | $607k | 8.3k | 73.31 |
| 2011-03-31 | $618k | 8.4k | 73.57 |
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