iShares S&P SmallCap 600 Index shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature 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 Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $239k | 2.4k | 99.65 |
| 2023-03-31 | $232k | 2.4k | 96.70 |
| 2022-12-31 | $227k | 2.4k | 94.64 |
| 2022-09-30 | $212k | 2.4k | 87.31 |
| 2022-06-30 | $232k | 2.5k | 92.50 |
| 2022-03-31 | $299k | 2.8k | 107.83 |
| 2021-12-31 | $333k | 2.9k | 114.47 |
| 2021-09-30 | $380k | 3.5k | 109.07 |
| 2021-06-30 | $398k | 3.5k | 112.88 |
| 2021-03-31 | $463k | 4.3k | 108.48 |
| 2020-12-31 | $582k | 6.3k | 91.84 |
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