iShares S&P SmallCap 600 Index shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $424k | 3.8k | 110.52 |
| 2023-12-31 | $485k | 4.5k | 108.25 |
| 2023-09-30 | $317k | 3.4k | 94.33 |
| 2023-06-30 | $1.7M | 17k | 99.65 |
| 2023-03-31 | $1.2M | 13k | 96.70 |
| 2022-12-31 | $1.9M | 20k | 94.64 |
| 2022-09-30 | $1.3M | 15k | 87.17 |
| 2022-06-30 | $1.4M | 15k | 92.39 |
| 2022-03-31 | $1.4M | 13k | 107.91 |
| 2021-12-31 | $1.5M | 13k | 114.49 |
| 2021-09-30 | $1.4M | 12k | 109.16 |
| 2021-06-30 | $1.2M | 11k | 111.66 |
| 2021-03-31 | $1.1M | 11k | 108.15 |
| 2020-12-31 | $1.4M | 16k | 91.91 |
| 2020-09-30 | $1.1M | 16k | 70.25 |
| 2020-06-30 | $1.0M | 15k | 68.31 |
| 2020-03-31 | $815k | 15k | 56.08 |
| 2019-12-31 | $941k | 11k | 83.82 |
| 2019-09-30 | $816k | 11k | 77.88 |
| 2019-06-30 | $1.0M | 13k | 78.25 |
| 2019-03-31 | $1.3M | 17k | 77.15 |
| 2018-12-31 | $1.3M | 18k | 69.33 |
| 2018-09-30 | $234k | 2.7k | 87.38 |
| 2018-06-30 | $256k | 3.1k | 83.31 |
| 2018-03-31 | $278k | 3.6k | 77.03 |
| 2017-12-31 | $299k | 3.9k | 76.77 |
| 2017-09-30 | $274k | 3.7k | 74.27 |
| 2017-06-30 | $234k | 3.3k | 70.00 |
| 2017-03-31 | $234k | 3.4k | 69.25 |
More positions owned by Juncture Wealth Strategies
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