iShares S&P SmallCap 600 Index shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $399k | 3.6k | 110.52 |
| 2023-12-31 | $391k | 3.6k | 108.25 |
| 2023-09-30 | $340k | 3.6k | 94.33 |
| 2023-06-30 | $393k | 3.9k | 99.65 |
| 2023-03-31 | $395k | 4.1k | 96.70 |
| 2022-12-31 | $442k | 4.7k | 94.64 |
| 2022-09-30 | $141k | 1.6k | 87.09 |
| 2022-06-30 | $163k | 1.8k | 92.14 |
| 2022-03-31 | $200k | 1.9k | 108.05 |
| 2021-12-31 | $212k | 1.9k | 114.53 |
| 2021-09-30 | $225k | 2.1k | 109.38 |
| 2021-06-30 | $234k | 2.1k | 113.37 |
| 2021-03-31 | $305k | 2.8k | 108.66 |
| 2020-12-31 | $323k | 3.5k | 91.94 |
| 2020-09-30 | $356k | 5.1k | 70.29 |
| 2020-06-30 | $357k | 5.2k | 68.47 |
| 2020-03-31 | $1.6M | 29k | 56.14 |
| 2019-12-31 | $3.4M | 40k | 83.86 |
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