iShares S&P SmallCap 600 Index shares owned by Source Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source 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 Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 12k | 116.96 |
| 2024-06-30 | $991k | 9.3k | 106.66 |
| 2024-03-31 | $779k | 7.0k | 110.52 |
| 2023-12-31 | $600k | 5.5k | 108.25 |
| 2023-09-30 | $512k | 5.4k | 94.32 |
| 2023-06-30 | $681k | 6.8k | 99.65 |
| 2023-03-31 | $1.4M | 14k | 96.70 |
| 2022-12-31 | $1.9M | 20k | 94.64 |
| 2022-09-30 | $587k | 6.7k | 87.23 |
| 2022-06-30 | $413k | 4.5k | 92.39 |
| 2022-03-31 | $453k | 4.2k | 107.99 |
| 2021-12-31 | $727k | 6.3k | 114.56 |
| 2021-09-30 | $642k | 5.9k | 109.17 |
| 2021-06-30 | $604k | 5.3k | 112.96 |
| 2021-03-31 | $902k | 8.3k | 108.56 |
| 2020-12-31 | $746k | 8.1k | 91.96 |
Top funds holding iShares S&P SmallCap 600 Index
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