iShares S&P SmallCap 600 Index shares owned by Ullmann Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Ullmann Financial
from 13F filings
Historical chart of Ullmann Financial investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Ullmann Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.9M | 27k | 108.25 |
| 2023-09-30 | $2.6M | 27k | 94.33 |
| 2023-06-30 | $2.8M | 28k | 99.65 |
| 2023-03-31 | $2.8M | 29k | 96.70 |
| 2022-12-31 | $2.8M | 29k | 94.64 |
| 2022-09-30 | $2.5M | 29k | 87.18 |
| 2022-06-30 | $2.6M | 28k | 92.40 |
| 2022-03-31 | $3.1M | 28k | 107.89 |
| 2021-12-31 | $2.9M | 25k | 114.52 |
| 2021-09-30 | $2.7M | 25k | 109.20 |
| 2021-06-30 | $2.8M | 25k | 112.99 |
| 2021-03-31 | $2.8M | 26k | 108.52 |
| 2020-12-31 | $2.4M | 26k | 91.90 |
| 2020-09-30 | $2.2M | 31k | 70.22 |
| 2020-06-30 | $2.2M | 33k | 68.29 |
| 2017-06-30 | $63k | 901 | 69.92 |
| 2017-03-31 | $80k | 1.2k | 68.85 |
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