iShares S&P SmallCap 600 Index shares owned by YHB Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by YHB Investment Advisors
from 13F filings
Historical chart of YHB Investment Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by YHB Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 202k | 116.96 |
| 2024-06-30 | $21M | 193k | 106.66 |
| 2024-03-31 | $21M | 191k | 110.52 |
| 2023-12-31 | $19M | 179k | 108.25 |
| 2023-09-30 | $17M | 176k | 94.33 |
| 2023-06-30 | $17M | 173k | 99.65 |
| 2023-03-31 | $16M | 168k | 96.70 |
| 2022-12-31 | $13M | 140k | 94.64 |
| 2022-09-30 | $12M | 138k | 87.19 |
| 2022-06-30 | $9.5M | 103k | 92.41 |
| 2022-03-31 | $11M | 104k | 107.88 |
| 2021-12-31 | $12M | 103k | 114.51 |
| 2021-09-30 | $11M | 101k | 109.19 |
| 2021-06-30 | $11M | 100k | 112.98 |
| 2021-03-31 | $11M | 100k | 110.77 |
| 2020-12-31 | $9.5M | 103k | 91.90 |
| 2020-09-30 | $7.3M | 104k | 70.23 |
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