iShares S&P SmallCap 600 Index shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $214k | 1.4k | 148.30 |
| 2025-06-30 | $272k | 2.5k | 109.31 |
| 2025-03-31 | $249k | 2.4k | 104.59 |
| 2024-12-31 | $210k | 1.8k | 115.20 |
| 2024-09-30 | $284k | 2.4k | 116.95 |
| 2024-06-30 | $356k | 3.3k | 106.66 |
| 2024-03-31 | $596k | 5.4k | 110.53 |
| 2023-12-31 | $615k | 5.7k | 108.26 |
| 2023-09-30 | $549k | 5.8k | 94.33 |
| 2023-06-30 | $567k | 5.7k | 99.65 |
| 2023-03-31 | $600k | 6.2k | 96.70 |
| 2022-12-31 | $742k | 7.8k | 94.64 |
| 2022-09-30 | $705k | 8.1k | 87.13 |
| 2022-06-30 | $691k | 7.5k | 92.38 |
| 2022-03-31 | $912k | 9.0k | 101.19 |
| 2021-12-31 | $813k | 7.1k | 114.56 |
| 2021-09-30 | $388k | 3.6k | 109.14 |
| 2021-06-30 | $388k | 3.4k | 113.09 |
| 2021-03-31 | $334k | 3.1k | 107.22 |
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