iShares S&P SmallCap 600 Index shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA 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 SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 28k | 118.83 |
| 2025-06-30 | $3.2M | 29k | 109.29 |
| 2025-03-31 | $3.2M | 30k | 104.57 |
| 2024-12-31 | $3.5M | 31k | 115.22 |
| 2024-09-30 | $3.7M | 31k | 116.96 |
| 2024-06-30 | $3.4M | 32k | 106.66 |
| 2024-03-31 | $4.0M | 36k | 110.52 |
| 2023-12-31 | $4.0M | 37k | 108.25 |
| 2023-09-30 | $3.9M | 42k | 94.33 |
| 2023-06-30 | $4.3M | 43k | 99.65 |
| 2023-03-31 | $5.8M | 60k | 96.70 |
| 2022-12-31 | $5.7M | 60k | 94.64 |
| 2022-09-30 | $5.2M | 60k | 87.18 |
| 2022-06-30 | $5.5M | 60k | 92.40 |
| 2022-03-31 | $6.6M | 62k | 107.87 |
| 2021-12-31 | $6.9M | 60k | 114.64 |
| 2021-09-30 | $6.6M | 61k | 109.18 |
| 2021-06-30 | $6.8M | 60k | 112.97 |
| 2021-03-31 | $6.8M | 63k | 108.52 |
| 2020-12-31 | $7.0M | 66k | 106.17 |
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