iShares S&P SmallCap 600 Index shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient 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 Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 9.1k | 110.56 |
| 2023-12-31 | $887k | 8.2k | 108.20 |
| 2023-09-30 | $773k | 8.2k | 94.29 |
| 2023-06-30 | $816k | 8.2k | 99.54 |
| 2023-03-31 | $776k | 8.2k | 94.61 |
| 2022-12-31 | $715k | 8.2k | 87.17 |
| 2022-09-30 | $715k | 8.2k | 87.17 |
| 2022-06-30 | $739k | 8.0k | 92.38 |
| 2022-03-31 | $0 | 4 | 0.00 |
| 2021-12-31 | $0 | 4 | 0.00 |
| 2021-09-30 | $0 | 4 | 0.00 |
| 2021-06-30 | $0 | 4 | 0.00 |
| 2021-03-31 | $34k | 310 | 109.68 |
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