iShares S&P SmallCap 600 Index shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $589k | 5.3k | 110.53 |
| 2023-12-31 | $578k | 5.3k | 108.25 |
| 2023-09-30 | $522k | 5.5k | 94.32 |
| 2023-06-30 | $551k | 5.5k | 99.66 |
| 2023-03-31 | $534k | 5.5k | 96.69 |
| 2022-12-31 | $520k | 5.5k | 94.66 |
| 2022-09-30 | $508k | 5.8k | 87.17 |
| 2022-06-30 | $543k | 5.9k | 92.41 |
| 2022-03-31 | $700k | 6.5k | 107.78 |
| 2021-12-31 | $782k | 6.8k | 114.71 |
| 2021-09-30 | $741k | 6.8k | 109.08 |
| 2021-06-30 | $800k | 7.1k | 112.96 |
| 2021-03-31 | $731k | 6.7k | 108.52 |
| 2020-12-31 | $601k | 6.5k | 91.90 |
| 2020-09-30 | $436k | 6.2k | 70.20 |
| 2020-06-30 | $423k | 6.2k | 68.23 |
| 2020-03-31 | $370k | 6.6k | 56.05 |
| 2019-12-31 | $6.8M | 81k | 83.84 |
| 2019-09-30 | $6.4M | 82k | 77.84 |
| 2019-06-30 | $7.4M | 95k | 78.35 |
| 2019-03-31 | $7.0M | 91k | 77.15 |
| 2018-12-31 | $5.6M | 78k | 71.13 |
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