iShares S&P SmallCap 600 Index shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell 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 Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $831k | 7.0k | 118.83 |
| 2025-06-30 | $762k | 7.0k | 109.30 |
| 2025-03-31 | $605k | 5.8k | 104.57 |
| 2024-12-31 | $556k | 4.8k | 115.21 |
| 2024-09-30 | $558k | 4.8k | 116.95 |
| 2024-06-30 | $403k | 3.8k | 106.65 |
| 2024-03-31 | $491k | 4.4k | 110.51 |
| 2023-12-31 | $662k | 6.1k | 108.25 |
| 2023-09-30 | $353k | 3.7k | 94.80 |
| 2023-06-30 | $371k | 3.7k | 99.66 |
| 2023-03-31 | $362k | 3.7k | 96.71 |
| 2022-12-31 | $373k | 3.9k | 94.64 |
| 2022-09-30 | $342k | 3.9k | 87.31 |
| 2022-06-30 | $362k | 3.9k | 92.42 |
| 2022-03-31 | $362k | 3.4k | 107.77 |
| 2021-12-31 | $367k | 3.2k | 114.47 |
| 2021-09-30 | $346k | 3.2k | 109.15 |
| 2021-06-30 | $358k | 3.2k | 112.93 |
| 2021-03-31 | $342k | 3.2k | 108.40 |
| 2020-12-31 | $202k | 2.2k | 91.94 |
| 2020-09-30 | $154k | 2.2k | 70.16 |
| 2020-06-30 | $150k | 2.2k | 68.46 |
| 2020-03-31 | $123k | 2.2k | 56.32 |
| 2019-12-31 | $135k | 1.6k | 83.90 |
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