iShares S&P SmallCap 600 Index shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners 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 Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $234k | 2.1k | 110.52 |
| 2023-12-31 | $950k | 8.8k | 108.25 |
| 2023-09-30 | $811k | 8.6k | 94.33 |
| 2023-06-30 | $874k | 8.8k | 99.66 |
| 2023-03-31 | $3.0M | 23k | 130.13 |
| 2022-12-31 | $790k | 8.3k | 94.61 |
| 2022-09-30 | $741k | 8.5k | 87.19 |
| 2022-06-30 | $772k | 8.4k | 92.41 |
| 2022-03-31 | $869k | 8.1k | 107.90 |
| 2021-12-31 | $873k | 7.6k | 114.54 |
| 2021-09-30 | $808k | 7.4k | 109.25 |
| 2021-06-30 | $804k | 7.1k | 112.95 |
| 2021-03-31 | $937k | 8.6k | 108.52 |
| 2020-12-31 | $881k | 9.6k | 91.90 |
| 2020-09-30 | $696k | 9.9k | 70.19 |
| 2020-06-30 | $698k | 10k | 68.30 |
| 2020-03-31 | $793k | 14k | 56.09 |
| 2019-12-31 | $1.6M | 19k | 83.87 |
| 2019-09-30 | $1.5M | 19k | 77.83 |
| 2019-06-30 | $1.5M | 19k | 78.26 |
| 2019-03-31 | $1.4M | 18k | 77.17 |
| 2018-12-31 | $1.7M | 24k | 69.31 |
| 2018-09-30 | $1.4M | 17k | 87.21 |
| 2018-06-30 | $1.3M | 16k | 83.48 |
| 2018-03-31 | $1.1M | 14k | 77.03 |
| 2017-12-31 | $939k | 12k | 76.80 |
| 2017-09-30 | $521k | 7.0k | 74.22 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index