iShares S&P SmallCap 600 Index shares owned by WP Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by WP Advisors
from 13F filings
Historical chart of WP 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 WP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by WP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 14k | 118.83 |
| 2025-06-30 | $1.5M | 14k | 109.29 |
| 2025-03-31 | $1.4M | 14k | 104.57 |
| 2024-12-31 | $1.6M | 14k | 115.22 |
| 2024-09-30 | $1.6M | 13k | 116.96 |
| 2024-06-30 | $1.4M | 13k | 106.66 |
| 2024-03-31 | $1.5M | 13k | 110.52 |
| 2023-12-31 | $1.4M | 13k | 108.25 |
| 2023-09-30 | $1.2M | 13k | 94.33 |
| 2023-06-30 | $1.3M | 13k | 99.65 |
| 2023-03-31 | $1.2M | 13k | 96.70 |
| 2022-12-31 | $1.2M | 13k | 94.64 |
| 2022-09-30 | $1.1M | 13k | 87.17 |
| 2022-06-30 | $1.2M | 13k | 92.38 |
| 2022-03-31 | $1.4M | 13k | 107.90 |
| 2021-12-31 | $1.4M | 13k | 114.50 |
| 2021-09-30 | $1.4M | 13k | 109.22 |
| 2021-06-30 | $1.4M | 13k | 112.99 |
| 2021-03-31 | $1.3M | 12k | 108.52 |
| 2020-12-31 | $1.4M | 16k | 91.89 |
| 2020-09-30 | $1.1M | 16k | 70.20 |
| 2020-06-30 | $1.1M | 16k | 68.30 |
| 2020-03-31 | $772k | 14k | 56.10 |
| 2018-12-31 | $3.9M | 56k | 69.32 |
| 2018-09-30 | $98k | 1.1k | 87.11 |
| 2018-06-30 | $103k | 1.2k | 83.13 |
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