iShares S&P SmallCap 600 Index shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 95k | 108.25 |
| 2023-09-30 | $9.0M | 95k | 94.79 |
| 2023-06-30 | $9.7M | 97k | 99.65 |
| 2023-03-31 | $9.4M | 97k | 96.70 |
| 2022-12-31 | $9.4M | 99k | 94.64 |
| 2022-09-30 | $8.5M | 98k | 87.19 |
| 2022-06-30 | $11M | 118k | 92.41 |
| 2022-03-31 | $10M | 97k | 107.88 |
| 2021-12-31 | $1.0M | 9.1k | 114.56 |
| 2021-09-30 | $924k | 8.5k | 109.22 |
| 2021-06-30 | $954k | 8.4k | 112.99 |
| 2021-03-31 | $935k | 8.6k | 108.51 |
| 2020-12-31 | $792k | 8.6k | 91.91 |
| 2020-09-30 | $686k | 8.6k | 79.61 |
| 2017-12-31 | $3.0k | 40 | 75.00 |
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