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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Powell Investment 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 Powell Investment Advisors

Quarter filed Position value Share count Share price at filing
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