iShares S&P SmallCap 600 Index shares owned by Activest Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Activest Wealth Management
from 13F filings
Historical chart of Activest Wealth Management 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 Activest Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Activest Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $274k | 2.5k | 110.52 |
2023-12-31 | $385k | 3.6k | 108.26 |
2023-09-30 | $334k | 3.5k | 94.34 |
2023-03-31 | $154k | 1.6k | 95.60 |
2022-06-30 | $374k | 4.0k | 92.48 |
2022-03-31 | $386k | 3.6k | 108.00 |
2021-12-31 | $228k | 2.0k | 114.52 |
2021-09-30 | $266k | 2.4k | 109.02 |
2021-06-30 | $182k | 1.6k | 112.69 |
2021-03-31 | $347k | 3.2k | 108.71 |
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