iShares S&P SmallCap 600 Index shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $424k | 3.9k | 108.26 |
| 2023-09-30 | $360k | 3.8k | 94.00 |
| 2023-06-30 | $393k | 3.9k | 99.64 |
| 2023-03-31 | $500M | 5.2k | 97000.00 |
| 2022-12-31 | $902k | 8.6k | 105.00 |
| 2022-03-31 | $0 | 4.9k | 0.00 |
| 2021-12-31 | $0 | 4.7k | 0.00 |
| 2021-09-30 | $0 | 5.1k | 0.00 |
| 2021-06-30 | $299k | 2.7k | 112.20 |
| 2021-03-31 | $266k | 2.5k | 105.26 |
| 2020-12-31 | $260k | 2.6k | 98.77 |
| 2020-09-30 | $245k | 3.1k | 78.79 |
| 2020-06-30 | $278k | 3.7k | 74.43 |
| 2019-12-31 | $3.0M | 37k | 83.33 |
| 2019-09-30 | $3.3M | 41k | 80.72 |
| 2019-06-30 | $2.8M | 37k | 75.81 |
| 2019-03-31 | $3.1M | 40k | 78.31 |
| 2018-12-31 | $3.2M | 40k | 80.26 |
| 2018-09-30 | $3.0M | 40k | 76.30 |
| 2018-06-30 | $3.3M | 39k | 83.45 |
| 2018-03-31 | $3.0M | 39k | 77.02 |
| 2017-12-31 | $3.0M | 40k | 76.82 |
| 2017-09-30 | $3.1M | 42k | 74.23 |
| 2017-06-30 | $3.1M | 44k | 70.13 |
| 2017-03-31 | $213k | 3.2k | 67.20 |
| 2016-09-30 | $405k | 3.3k | 123.33 |
| 2016-06-30 | $828 | 7.1k | 0.12 |
| 2015-12-31 | $1.6M | 21k | 75.11 |
| 2015-06-30 | $2.3M | 20k | 117.88 |
| 2015-03-31 | $5.9M | 53k | 111.11 |
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