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iShares S&P SmallCap 600 Index shares owned by SC&H Financial Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by SC&H Financial Advisors from 13F filings

Historical chart of SC&H Financial 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 SC&H Financial 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 SC&H Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $877k 7.9k 110.52
2023-12-31 $846k 7.8k 108.25
2023-09-30 $733k 7.8k 94.34
2023-06-30 $780k 7.8k 99.66
2023-03-31 $755k 7.8k 96.70
2022-12-31 $1.2M 13k 94.64
2022-09-30 $1.2M 13k 87.16
2022-06-30 $1.2M 13k 92.43
2022-03-31 $1.6M 15k 107.89
2021-12-31 $930k 8.1k 114.52