iShares S&P SmallCap 600 Index shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.3M | 49k | 107.13 |
| 2023-12-31 | $5.2M | 48k | 108.25 |
| 2023-09-30 | $4.6M | 48k | 94.33 |
| 2023-06-30 | $4.5M | 46k | 99.65 |
| 2023-03-31 | $4.2M | 43k | 96.70 |
| 2022-12-31 | $4.2M | 44k | 94.64 |
| 2022-09-30 | $3.8M | 43k | 87.19 |
| 2022-06-30 | $4.0M | 43k | 92.41 |
| 2022-03-31 | $4.6M | 43k | 107.88 |
| 2021-12-31 | $4.7M | 41k | 114.50 |
| 2021-09-30 | $4.2M | 38k | 109.20 |
| 2021-06-30 | $4.2M | 37k | 112.99 |
| 2021-03-31 | $3.8M | 36k | 108.54 |
| 2020-12-31 | $2.9M | 32k | 91.91 |
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