iShares S&P SmallCap 600 Index shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $41k | 374 | 108.25 |
| 2023-09-30 | $35k | 374 | 94.33 |
| 2023-06-30 | $89k | 891 | 99.65 |
| 2023-03-31 | $36k | 374 | 96.70 |
| 2022-12-31 | $57k | 604 | 94.64 |
| 2022-09-30 | $53k | 604 | 87.75 |
| 2022-06-30 | $56k | 604 | 92.72 |
| 2022-03-31 | $65k | 604 | 107.62 |
| 2021-12-31 | $69k | 604 | 114.24 |
| 2021-09-30 | $80k | 734 | 108.99 |
| 2021-06-30 | $83k | 734 | 113.08 |
| 2021-03-31 | $80k | 734 | 108.99 |
| 2020-12-31 | $67k | 734 | 91.28 |
| 2020-09-30 | $52k | 734 | 70.84 |
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