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
Download as csv Download as ExcelQuarterly 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 |
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