iShares S&P SmallCap 600 Index shares owned by SageView Advisory Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 14k | 116.96 |
| 2024-06-30 | $2.0M | 19k | 106.66 |
| 2023-12-31 | $3.6M | 34k | 106.71 |
| 2023-09-30 | $1.9M | 20k | 94.33 |
| 2023-06-30 | $2.5M | 26k | 99.65 |
| 2023-03-31 | $1.7M | 18k | 96.70 |
| 2022-12-31 | $2.3M | 25k | 94.64 |
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