iShares S&P SmallCap 600 Index shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes 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 Ropes Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $8.9M | 95k | 94.33 |
2023-06-30 | $9.6M | 97k | 99.65 |
2023-03-31 | $9.3M | 96k | 96.70 |
2022-12-31 | $9.2M | 97k | 94.64 |
2022-09-30 | $8.6M | 99k | 87.19 |
2022-06-30 | $9.1M | 98k | 92.41 |
2022-03-31 | $11M | 98k | 107.88 |
2021-12-31 | $11M | 98k | 114.51 |
2021-09-30 | $11M | 98k | 109.19 |
2021-06-30 | $11M | 98k | 112.98 |
2021-03-31 | $11M | 98k | 109.76 |
2020-12-31 | $8.8M | 95k | 91.90 |
2020-09-30 | $647k | 9.2k | 70.23 |
2020-06-30 | $639k | 9.4k | 68.32 |
2020-03-31 | $631k | 11k | 56.12 |
2019-12-31 | $1.0M | 12k | 83.88 |
2019-09-30 | $981k | 13k | 77.84 |
2019-06-30 | $690k | 8.8k | 78.24 |
2019-03-31 | $722k | 9.4k | 77.14 |
2018-12-31 | $632k | 9.1k | 69.29 |
2018-09-30 | $796k | 9.1k | 87.27 |
2018-06-30 | $811k | 9.7k | 83.50 |
2018-03-31 | $472k | 6.1k | 76.99 |
2017-12-31 | $484k | 6.3k | 76.89 |
2017-09-30 | $488k | 6.6k | 74.28 |
2017-06-30 | $461k | 6.6k | 70.17 |
2017-03-31 | $454k | 6.6k | 69.10 |
2016-12-31 | $486k | 3.5k | 137.44 |
2016-09-30 | $338k | 2.7k | 123.99 |
2016-06-30 | $317k | 2.7k | 116.29 |
2016-03-31 | $412k | 3.7k | 112.63 |
2015-12-31 | $403k | 3.7k | 110.17 |
2015-09-30 | $469k | 4.4k | 106.57 |
2015-06-30 | $541k | 4.6k | 117.89 |
2015-03-31 | $497k | 4.2k | 117.94 |
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