iShares S&P SmallCap 600 Index shares owned by Berger Financial Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $364k | 3.3k | 110.52 |
| 2023-12-31 | $354k | 3.3k | 108.25 |
| 2023-09-30 | $413k | 4.4k | 94.32 |
| 2023-06-30 | $385k | 3.9k | 99.64 |
| 2023-03-31 | $374k | 3.9k | 96.71 |
| 2022-12-31 | $370k | 3.9k | 94.65 |
| 2022-09-30 | $306k | 3.5k | 87.20 |
| 2022-06-30 | $324k | 3.5k | 92.33 |
| 2022-03-31 | $417k | 3.9k | 107.75 |
| 2021-12-31 | $453k | 4.0k | 114.45 |
| 2021-09-30 | $357k | 3.3k | 109.24 |
| 2021-06-30 | $369k | 3.3k | 112.91 |
| 2021-03-31 | $348k | 3.2k | 108.41 |
| 2020-12-31 | $227k | 2.5k | 91.79 |
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