iShares S&P SmallCap 600 Index shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.4M | 31k | 108.25 |
| 2023-09-30 | $3.1M | 33k | 94.33 |
| 2023-06-30 | $2.4M | 25k | 99.65 |
| 2023-03-31 | $1.8M | 18k | 96.70 |
| 2022-12-31 | $1.7M | 18k | 94.64 |
| 2022-09-30 | $1.7M | 19k | 87.21 |
| 2022-06-30 | $1.8M | 19k | 92.41 |
| 2018-09-30 | $2.0M | 23k | 87.24 |
| 2018-06-30 | $1.9M | 23k | 83.47 |
| 2018-03-31 | $1.7M | 23k | 76.99 |
| 2017-12-31 | $1.7M | 23k | 76.81 |
| 2017-09-30 | $1.7M | 23k | 74.24 |
| 2017-06-30 | $543k | 7.7k | 70.08 |
| 2014-03-31 | $16k | 144 | 111.11 |
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