iShares S&P SmallCap 600 Index shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lakeview Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $521k | 4.8k | 108.24 |
| 2023-09-30 | $384k | 4.1k | 94.34 |
| 2023-06-30 | $312k | 3.1k | 99.66 |
| 2023-03-31 | $253k | 2.8k | 92.07 |
| 2022-12-31 | $245k | 2.4k | 101.08 |
| 2022-09-30 | $232k | 2.7k | 87.19 |
| 2022-06-30 | $29k | 316 | 91.77 |
| 2022-03-31 | $188k | 1.7k | 108.05 |
| 2021-12-31 | $41k | 360 | 113.89 |
| 2021-09-30 | $1.1M | 10k | 109.15 |
| 2021-06-30 | $1.1M | 10k | 112.97 |
| 2021-03-31 | $1.1M | 10k | 108.54 |
| 2020-12-31 | $846k | 9.2k | 91.85 |
| 2020-09-30 | $631k | 9.0k | 70.23 |
| 2020-06-30 | $622k | 9.1k | 68.25 |
| 2020-03-31 | $520k | 9.3k | 56.06 |
| 2019-12-31 | $746k | 8.9k | 83.86 |
| 2019-09-30 | $682k | 8.8k | 77.88 |
| 2019-06-30 | $685k | 8.8k | 78.22 |
| 2019-03-31 | $675k | 8.7k | 77.20 |
| 2018-12-31 | $560k | 8.1k | 69.28 |
| 2018-09-30 | $737k | 8.4k | 87.26 |
| 2018-06-30 | $354k | 4.2k | 83.51 |
| 2018-03-31 | $335k | 4.4k | 76.94 |
| 2017-12-31 | $339k | 4.4k | 76.84 |
| 2017-09-30 | $326k | 4.4k | 74.28 |
| 2017-06-30 | $320k | 4.6k | 70.07 |
| 2017-03-31 | $326k | 4.7k | 69.13 |
| 2016-12-31 | $340k | 2.5k | 137.54 |
| 2016-09-30 | $305k | 2.5k | 124.19 |
| 2016-06-30 | $522k | 4.5k | 116.15 |
| 2016-03-31 | $490k | 4.4k | 112.57 |
| 2015-12-31 | $481k | 4.4k | 110.12 |
| 2015-09-30 | $475k | 4.5k | 106.45 |
| 2015-06-30 | $576k | 4.9k | 117.84 |
| 2015-03-31 | $575k | 4.9k | 117.97 |
| 2014-12-31 | $507k | 4.4k | 114.04 |
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