iShares S&P SmallCap 600 Index shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth 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 Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Visionary Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.0M | 17k | 116.96 |
2024-06-30 | $1.8M | 17k | 106.66 |
2024-03-31 | $1.8M | 17k | 110.52 |
2023-12-31 | $1.8M | 17k | 108.25 |
2023-09-30 | $1.6M | 17k | 94.33 |
2023-06-30 | $1.3M | 13k | 99.65 |
2023-03-31 | $1.1M | 11k | 96.72 |
2022-12-31 | $976k | 10k | 94.68 |
2022-09-30 | $204k | 2.3k | 86.99 |
2022-06-30 | $246k | 2.7k | 92.48 |
2022-03-31 | $248k | 2.3k | 107.73 |
2021-12-31 | $212k | 1.9k | 114.41 |
2020-12-31 | $218k | 2.4k | 92.10 |
2020-03-31 | $283k | 5.0k | 56.20 |
2019-12-31 | $5.4M | 64k | 83.85 |
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