iShares S&P SmallCap 600 Index shares owned by Private Advisory
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Private Advisory
from 13F filings
Historical chart of Private Advisory investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.8M | 50k | 116.96 |
| 2024-06-30 | $5.2M | 49k | 106.66 |
| 2024-03-31 | $5.1M | 46k | 110.52 |
| 2023-09-30 | $3.8M | 40k | 94.33 |
| 2023-06-30 | $4.2M | 42k | 99.65 |
| 2023-03-31 | $3.7M | 38k | 96.70 |
| 2022-12-31 | $4.1M | 43k | 94.64 |
| 2022-09-30 | $4.7M | 54k | 87.19 |
| 2022-06-30 | $5.0M | 55k | 92.42 |
| 2022-03-31 | $9.2M | 85k | 107.88 |
| 2021-12-31 | $7.4M | 65k | 114.51 |
| 2021-09-30 | $6.4M | 59k | 109.19 |
| 2021-06-30 | $11M | 100k | 112.98 |
| 2021-03-31 | $8.1M | 75k | 108.52 |
| 2020-12-31 | $3.5M | 38k | 91.91 |
| 2020-09-30 | $2.4M | 34k | 70.24 |
| 2020-06-30 | $2.4M | 35k | 68.30 |
| 2020-03-31 | $4.6M | 83k | 56.11 |
| 2019-12-31 | $6.5M | 78k | 83.86 |
| 2019-09-30 | $6.3M | 81k | 77.85 |
| 2019-06-30 | $6.1M | 78k | 78.27 |
| 2019-03-31 | $3.7M | 53k | 69.32 |
| 2018-12-31 | $3.7M | 53k | 69.32 |
| 2018-09-30 | $4.4M | 54k | 81.43 |
| 2018-06-30 | $5.6M | 67k | 83.46 |
| 2018-03-31 | $3.7M | 48k | 77.00 |
| 2017-12-31 | $3.2M | 42k | 76.81 |
| 2017-09-30 | $3.1M | 42k | 74.24 |
| 2017-06-30 | $2.8M | 41k | 70.06 |
| 2017-03-31 | $2.8M | 40k | 69.20 |
| 2016-12-31 | $3.5M | 25k | 137.52 |
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