iShares S&P SmallCap 600 Index shares owned by Souders Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Souders Financial Advisors
from 13F filings
Historical chart of Souders Financial Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Souders Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.1M | 75k | 108.25 |
| 2023-09-30 | $6.8M | 72k | 94.33 |
| 2023-06-30 | $6.9M | 70k | 99.65 |
| 2023-03-31 | $3.4M | 35k | 96.70 |
| 2022-12-31 | $2.3M | 24k | 94.64 |
| 2022-09-30 | $2.0M | 23k | 87.20 |
| 2022-06-30 | $2.0M | 21k | 92.40 |
| 2022-03-31 | $2.1M | 19k | 107.87 |
| 2021-12-31 | $2.1M | 18k | 114.48 |
| 2021-09-30 | $1.9M | 17k | 109.16 |
| 2021-06-30 | $1.8M | 16k | 112.96 |
| 2021-03-31 | $1.8M | 17k | 108.54 |
| 2020-12-31 | $1.5M | 16k | 91.89 |
| 2020-09-30 | $1.3M | 16k | 81.91 |
| 2020-06-30 | $1.1M | 16k | 68.30 |
| 2020-03-31 | $799k | 14k | 56.11 |
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