iShares S&P SmallCap 600 Index shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $880k | 8.0k | 110.52 |
| 2023-12-31 | $1.1M | 10k | 108.25 |
| 2023-09-30 | $940k | 10k | 94.33 |
| 2023-06-30 | $1.0M | 10k | 99.65 |
| 2023-03-31 | $973k | 10k | 96.70 |
| 2022-12-31 | $1.0M | 11k | 94.65 |
| 2022-09-30 | $1.2M | 14k | 87.16 |
| 2022-06-30 | $803k | 8.7k | 92.41 |
| 2022-03-31 | $722k | 6.7k | 107.92 |
| 2021-12-31 | $778k | 6.8k | 114.58 |
| 2021-09-30 | $741k | 6.8k | 109.13 |
| 2021-06-30 | $767k | 6.8k | 112.96 |
| 2021-03-31 | $726k | 6.7k | 108.52 |
| 2020-12-31 | $615k | 6.7k | 91.93 |
| 2020-09-30 | $470k | 6.7k | 70.25 |
| 2020-06-30 | $457k | 6.7k | 68.31 |
| 2020-03-31 | $375k | 6.7k | 56.05 |
| 2019-12-31 | $561k | 6.7k | 83.86 |
| 2019-09-30 | $521k | 6.7k | 77.88 |
| 2019-06-30 | $524k | 6.7k | 78.33 |
| 2019-03-31 | $539k | 7.0k | 77.11 |
| 2018-12-31 | $493k | 7.1k | 69.38 |
| 2018-06-30 | $764k | 9.2k | 83.50 |
| 2018-03-31 | $705k | 9.2k | 77.05 |
| 2017-12-31 | $703k | 9.2k | 76.83 |
| 2017-09-30 | $679k | 9.2k | 74.21 |
| 2017-06-30 | $389k | 5.6k | 70.09 |
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