iShares S&P SmallCap 600 Index shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris 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 Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $535k | 4.5k | 118.83 |
| 2025-06-30 | $492k | 4.5k | 109.27 |
| 2025-03-31 | $471k | 4.5k | 104.56 |
| 2024-12-31 | $533k | 4.6k | 115.19 |
| 2024-09-30 | $540k | 4.6k | 116.99 |
| 2024-06-30 | $495k | 4.6k | 106.69 |
| 2024-03-31 | $513k | 4.6k | 110.53 |
| 2023-12-31 | $502k | 4.6k | 108.26 |
| 2022-03-31 | $265k | 2.4k | 108.30 |
| 2021-12-31 | $299k | 2.6k | 113.69 |
Top funds holding iShares S&P SmallCap 600 Index
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