iShares S&P SmallCap 600 Index shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG 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 SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 2.3k | 118.85 |
| 2025-06-30 | $252k | 2.3k | 109.29 |
| 2025-03-31 | $243k | 2.3k | 104.55 |
| 2024-12-31 | $268k | 2.3k | 115.21 |
| 2024-09-30 | $272k | 2.3k | 116.95 |
| 2024-06-30 | $244k | 2.3k | 106.68 |
| 2024-03-31 | $243k | 2.2k | 110.52 |
| 2023-12-31 | $230k | 2.1k | 108.27 |
| 2023-06-30 | $241k | 2.4k | 99.67 |
| 2023-03-31 | $204k | 2.1k | 96.71 |
| 2022-06-30 | $213k | 2.3k | 92.21 |
| 2022-03-31 | $245k | 2.3k | 107.83 |
| 2019-12-31 | $212k | 2.5k | 83.96 |
| 2013-06-30 | $9.5M | 105k | 90.31 |
| 2013-03-31 | $11M | 121k | 87.06 |
| 2012-12-31 | $29k | 371 | 78.17 |
| 2012-09-30 | $59k | 770 | 76.62 |
| 2012-06-30 | $62k | 846 | 73.29 |
| 2011-09-30 | $7.0k | 123 | 56.91 |
| 2011-03-31 | $9.0k | 123 | 73.17 |
| 2010-12-31 | $8.0k | 123 | 65.04 |
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