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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

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
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