iShares S&P SmallCap 600 Index shares owned by Rise Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise 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 Rise 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 Rise Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $59k | 508 | 116.94 |
2024-06-30 | $54k | 506 | 106.59 |
2024-03-31 | $56k | 504 | 110.48 |
2023-12-31 | $54k | 502 | 108.32 |
2023-09-30 | $50k | 526 | 94.31 |
2023-06-30 | $107k | 1.1k | 99.62 |
2023-03-31 | $103k | 1.1k | 96.69 |
2022-12-31 | $109k | 1.2k | 94.67 |
2022-09-30 | $91k | 1.0k | 87.50 |
2022-06-30 | $96k | 1.0k | 92.66 |
2022-03-31 | $111k | 1.0k | 107.45 |
2021-12-31 | $118k | 1.0k | 114.52 |
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