iShares S&P SmallCap 600 Index shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 11k | 108.25 |
| 2023-09-30 | $830k | 8.8k | 94.33 |
| 2023-06-30 | $672k | 6.7k | 99.65 |
| 2023-03-31 | $625k | 6.5k | 96.70 |
| 2022-12-31 | $399k | 4.2k | 94.63 |
| 2022-09-30 | $525k | 6.0k | 87.19 |
| 2022-06-30 | $551k | 6.0k | 92.36 |
| 2022-03-31 | $749k | 6.9k | 107.86 |
| 2021-12-31 | $981k | 8.6k | 114.54 |
| 2021-09-30 | $881k | 8.1k | 109.25 |
| 2021-06-30 | $659k | 5.8k | 113.00 |
| 2021-03-31 | $604k | 5.6k | 108.57 |
| 2020-12-31 | $524k | 5.7k | 91.83 |
| 2020-09-30 | $397k | 5.7k | 70.15 |
| 2020-06-30 | $409k | 6.0k | 68.37 |
| 2020-03-31 | $363k | 6.5k | 56.10 |
| 2019-12-31 | $464k | 5.5k | 83.78 |
| 2019-09-30 | $347k | 4.5k | 77.75 |
| 2019-06-30 | $341k | 4.4k | 78.39 |
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