iShares S&P SmallCap 600 Index shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor 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 Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.8M | 80k | 110.52 |
| 2023-12-31 | $8.2M | 76k | 108.26 |
| 2023-09-30 | $7.2M | 77k | 94.33 |
| 2023-06-30 | $7.2M | 72k | 99.65 |
| 2023-03-31 | $6.7M | 70k | 96.69 |
| 2022-12-31 | $4.7M | 50k | 94.64 |
| 2022-09-30 | $4.3M | 50k | 87.20 |
| 2022-06-30 | $4.5M | 49k | 92.41 |
| 2022-03-31 | $4.9M | 45k | 107.89 |
| 2021-12-31 | $4.5M | 40k | 114.52 |
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