iShares S&P SmallCap 600 Index shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $564k | 4.8k | 116.96 |
| 2024-06-30 | $515k | 4.8k | 106.66 |
| 2024-03-31 | $533k | 4.8k | 110.52 |
| 2023-09-30 | $567k | 6.0k | 94.33 |
| 2023-06-30 | $594k | 6.0k | 99.65 |
| 2023-03-31 | $658k | 6.8k | 96.70 |
| 2022-12-31 | $648k | 6.8k | 94.64 |
| 2022-09-30 | $354k | 4.1k | 87.17 |
| 2022-06-30 | $375k | 4.1k | 92.34 |
| 2022-03-31 | $454k | 4.2k | 107.76 |
| 2021-12-31 | $967k | 8.4k | 114.53 |
| 2021-09-30 | $384k | 3.5k | 109.15 |
| 2021-06-30 | $597k | 5.3k | 113.00 |
| 2021-03-31 | $353k | 3.3k | 108.52 |
| 2020-12-31 | $2.4M | 27k | 91.89 |
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