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iShares S&P SmallCap 600 Index shares owned by Lenox Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lenox Wealth Management from 13F filings

Historical chart of Lenox Wealth Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Lenox Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lenox Wealth Management

Quarter filed Position value Share count Share price at filing
2020-06-30 $98k 1.4k 67.91
2020-03-31 $18k 329 54.71
2019-12-31 $28k 329 85.11
2019-09-30 $17k 224 75.89
2019-06-30 $14k 187 74.87
2019-03-31 $25k 328 76.22
2018-12-31 $15k 218 68.81
2018-09-30 $10k 116 86.21
2018-06-30 $10k 116 86.21
2018-03-31 $8.0k 116 68.97
2017-12-31 $9.0k 116 77.59
2017-09-30 $8.0k 116 68.97
2017-06-30 $8.0k 116 68.97
2017-03-31 $8.0k 116 68.97
2016-12-31 $8.0k 58 137.93
2016-09-30 $7.0k 58 120.69
2016-06-30 $7.0k 58 120.69
2016-03-31 $7.0k 58 120.69
2015-12-31 $6.0k 58 103.45