iShares S&P SmallCap 600 Index shares owned by CONCERT Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by CONCERT Wealth Management
from 13F filings
Historical chart of CONCERT 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 CONCERT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-09-30 | $753k | 10k | 74.19 |
| 2017-06-30 | $852k | 12k | 70.18 |
| 2017-03-31 | $6.5M | 47k | 137.69 |
| 2016-12-31 | $3.1M | 23k | 137.50 |
| 2016-09-30 | $2.5M | 20k | 123.66 |
| 2016-06-30 | $1.8M | 16k | 116.36 |
| 2016-03-31 | $1.1M | 9.9k | 112.77 |
| 2015-12-31 | $992k | 9.0k | 110.17 |
| 2015-09-30 | $728k | 6.8k | 106.71 |
| 2015-06-30 | $799k | 6.8k | 118.17 |
| 2014-12-31 | $999k | 8.7k | 114.45 |
| 2014-09-30 | $970k | 9.3k | 104.14 |
| 2014-06-30 | $1.2M | 11k | 110.36 |
| 2014-03-31 | $870k | 8.1k | 108.01 |
| 2013-12-31 | $876k | 8.0k | 108.86 |
| 2013-09-30 | $820k | 8.3k | 99.33 |
| 2013-06-30 | $732k | 8.1k | 90.52 |
| 2012-09-30 | $462k | 6.0k | 77.06 |
| 2012-06-30 | $430k | 5.9k | 73.32 |
| 2012-03-31 | $350k | 4.6k | 76.05 |
| 2011-09-30 | $220k | 3.8k | 58.23 |
| 2011-06-30 | $261k | 3.6k | 73.13 |
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