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iShares S&P SmallCap 600 Index shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $394k 3.6k 108.25
2023-09-30 $354k 3.7k 94.33
2023-06-30 $374k 3.7k 99.65
2023-03-31 $362k 3.7k 96.71
2022-12-31 $328k 3.5k 94.64
2022-09-30 $311k 3.6k 87.24
2022-06-30 $324k 3.5k 92.28
2022-03-31 $211k 2.0k 107.87
2021-12-31 $251k 2.2k 114.51
2021-09-30 $241k 2.2k 109.25
2021-06-30 $255k 2.3k 113.03
2020-12-31 $228k 2.5k 91.71
2020-09-30 $177k 2.5k 70.13
2020-06-30 $169k 2.5k 68.42
2020-03-31 $147k 2.6k 56.13
2019-12-31 $221k 2.6k 83.74
2019-09-30 $207k 2.7k 77.67
2019-06-30 $212k 2.7k 78.26
2018-12-31 $209k 3.0k 69.41
2018-09-30 $307k 3.5k 87.32
2018-06-30 $472k 5.7k 83.42
2018-03-31 $412k 5.4k 76.95
2017-12-31 $488k 6.4k 76.80
2017-09-30 $263k 3.6k 73.98
2017-06-30 $256k 3.7k 69.15
2017-03-31 $256k 3.7k 69.15
2016-12-31 $331k 2.4k 137.69