iShares S&P SmallCap 600 Index shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax 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 Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 82k | 118.83 |
| 2025-06-30 | $9.9M | 90k | 109.29 |
| 2024-12-31 | $12M | 101k | 115.22 |
| 2024-09-30 | $13M | 109k | 116.96 |
| 2024-06-30 | $12M | 116k | 106.66 |
| 2024-03-31 | $13M | 120k | 110.52 |
| 2023-12-31 | $13M | 124k | 108.25 |
| 2023-09-30 | $12M | 122k | 94.33 |
| 2023-06-30 | $12M | 123k | 99.65 |
| 2023-03-31 | $12M | 123k | 96.70 |
| 2022-12-31 | $12M | 124k | 94.64 |
| 2022-09-30 | $11M | 121k | 87.19 |
| 2022-06-30 | $10M | 111k | 92.41 |
| 2022-03-31 | $12M | 112k | 107.88 |
| 2021-12-31 | $14M | 124k | 114.51 |
| 2021-09-30 | $13M | 121k | 109.19 |
| 2021-06-30 | $13M | 117k | 112.98 |
| 2021-03-31 | $15M | 141k | 108.53 |
| 2020-12-31 | $10M | 111k | 91.90 |
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