iShares S&P SmallCap 600 Index shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies 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 Strategies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $572k | 4.8k | 118.83 |
| 2025-06-30 | $769k | 7.0k | 109.29 |
| 2025-03-31 | $871k | 8.3k | 104.57 |
| 2024-12-31 | $1.0M | 8.6k | 117.28 |
| 2024-09-30 | $926k | 7.9k | 116.96 |
| 2024-06-30 | $887k | 8.3k | 106.66 |
| 2024-03-31 | $910k | 8.2k | 110.53 |
| 2023-12-31 | $1.2M | 11k | 108.25 |
| 2023-09-30 | $1.1M | 11k | 94.33 |
| 2023-06-30 | $1.1M | 11k | 99.65 |
| 2023-03-31 | $1.4M | 14k | 96.70 |
| 2022-12-31 | $1.4M | 15k | 94.64 |
| 2022-06-30 | $1.0M | 11k | 92.41 |
| 2022-03-31 | $1.0M | 9.5k | 107.88 |
| 2021-12-31 | $1.1M | 9.5k | 114.51 |
More positions owned by Strategies Wealth Advisors
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