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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

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Rise Advisors

Quarter filed Position value Share count Share price at filing
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