iShares S&P SmallCap 600 Index shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $300k | 2.7k | 110.53 |
| 2023-12-31 | $250k | 2.3k | 108.24 |
| 2023-09-30 | $218k | 2.3k | 94.35 |
| 2023-06-30 | $227k | 2.3k | 99.67 |
| 2023-03-31 | $106k | 1.1k | 96.78 |
| 2022-12-31 | $119k | 1.3k | 94.65 |
| 2022-09-30 | $111k | 1.3k | 87.61 |
| 2022-06-30 | $117k | 1.3k | 92.34 |
| 2022-03-31 | $137k | 1.3k | 108.30 |
| 2021-12-31 | $145k | 1.3k | 114.53 |
| 2021-09-30 | $180k | 1.7k | 109.02 |
| 2021-06-30 | $231k | 2.0k | 112.85 |
| 2021-03-31 | $222k | 1.5k | 152.37 |
| 2020-12-31 | $188k | 2.0k | 91.89 |
| 2020-09-30 | $144k | 2.0k | 70.42 |
| 2020-06-30 | $146k | 2.1k | 68.10 |
| 2020-03-31 | $131k | 2.3k | 56.22 |
| 2019-12-31 | $765k | 9.1k | 83.88 |
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