iShares S&P SmallCap 600 Index shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $455k | 4.1k | 110.52 |
| 2023-12-31 | $413k | 3.8k | 108.25 |
| 2023-09-30 | $398k | 4.2k | 94.33 |
| 2023-06-30 | $402k | 4.0k | 99.65 |
| 2023-03-31 | $330k | 3.4k | 96.70 |
| 2022-12-31 | $347k | 3.7k | 94.64 |
| 2022-09-30 | $315k | 3.6k | 87.11 |
| 2022-06-30 | $324k | 3.5k | 92.33 |
| 2022-03-31 | $377k | 3.5k | 107.75 |
| 2021-12-31 | $381k | 3.3k | 114.41 |
| 2021-09-30 | $358k | 3.3k | 109.18 |
| 2021-06-30 | $366k | 3.2k | 112.96 |
Top funds holding iShares S&P SmallCap 600 Index
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