iShares S&P SmallCap 600 Index shares owned by Essex Financial Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.1M | 37k | 110.52 |
| 2023-12-31 | $3.8M | 35k | 108.25 |
| 2023-09-30 | $3.3M | 36k | 94.33 |
| 2023-06-30 | $3.5M | 35k | 99.65 |
| 2023-03-31 | $3.6M | 37k | 96.70 |
| 2022-12-31 | $3.7M | 39k | 94.62 |
| 2022-09-30 | $3.5M | 41k | 87.18 |
| 2022-06-30 | $3.6M | 39k | 92.41 |
| 2022-03-31 | $3.6M | 31k | 114.51 |
| 2021-12-31 | $3.6M | 31k | 114.51 |
| 2021-09-30 | $3.2M | 30k | 109.19 |
| 2021-06-30 | $2.6M | 24k | 108.53 |
| 2021-03-31 | $2.6M | 24k | 108.53 |
| 2020-12-31 | $2.0M | 22k | 91.91 |
| 2020-09-30 | $1.1M | 16k | 70.26 |
| 2020-06-30 | $947k | 14k | 68.29 |
| 2020-03-31 | $710k | 13k | 56.10 |
| 2019-12-31 | $363k | 4.3k | 83.83 |
| 2019-09-30 | $271k | 3.5k | 77.81 |
| 2018-12-31 | $516k | 7.4k | 69.36 |
| 2018-09-30 | $3.3M | 38k | 87.23 |
| 2018-06-30 | $2.5M | 30k | 83.45 |
| 2018-03-31 | $1.8M | 24k | 77.00 |
| 2017-12-31 | $333k | 4.3k | 76.80 |
| 2017-09-30 | $318k | 4.3k | 74.21 |
| 2017-06-30 | $1.6M | 22k | 70.13 |
| 2017-03-31 | $1.3M | 19k | 69.16 |
| 2016-12-31 | $1.4M | 10k | 137.51 |
| 2016-09-30 | $1.5M | 12k | 124.15 |
| 2016-06-30 | $1.0M | 8.7k | 116.26 |
| 2016-03-31 | $953k | 8.5k | 112.61 |
| 2015-12-31 | $933k | 8.5k | 110.10 |
| 2015-09-30 | $896k | 8.4k | 106.58 |
| 2015-06-30 | $929k | 7.9k | 117.82 |
| 2015-03-31 | $905k | 7.7k | 118.01 |
| 2014-12-31 | $906k | 7.9k | 114.12 |
| 2014-09-30 | $828k | 7.9k | 104.30 |
| 2014-06-30 | $856k | 7.6k | 112.06 |
| 2014-03-31 | $841k | 7.6k | 110.09 |
| 2013-12-31 | $810k | 7.4k | 109.18 |
| 2013-09-30 | $718k | 7.2k | 99.86 |
| 2013-06-30 | $660k | 7.3k | 90.29 |
| 2013-03-31 | $626k | 7.2k | 87.09 |
| 2012-12-31 | $556k | 7.1k | 78.04 |
| 2012-09-30 | $368k | 4.8k | 77.07 |
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