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iShares S&P SmallCap 600 Index shares owned by Woodward Financial Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Woodward Financial Advisors from 13F filings

Historical chart of Woodward Financial 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 Woodward Financial 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 Woodward Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 8.5k 120.88
2025-12-31 $1.1M 9.0k 120.19
2025-09-30 $1.1M 8.9k 118.84
2025-06-30 $983k 9.0k 109.29
2025-03-31 $939k 9.0k 104.57
2024-12-31 $1.0M 9.0k 115.22
2024-09-30 $1.1M 9.0k 116.97
2024-06-30 $950k 9.0k 105.83
2024-03-31 $982k 9.0k 109.39
2023-12-31 $1.0M 9.3k 108.25
2023-09-30 $874k 9.3k 94.33
2023-06-30 $953k 9.6k 99.65
2023-03-31 $924k 9.6k 96.70
2022-12-31 $927k 9.8k 94.64
2022-09-30 $854k 9.8k 87.19
2022-06-30 $906k 9.8k 92.41
2022-03-31 $1.1M 9.8k 107.88
2021-12-31 $1.1M 9.8k 114.51