iShares S&P SmallCap 600 Index shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 35k | 110.52 |
| 2023-12-31 | $3.1M | 28k | 108.25 |
| 2023-09-30 | $2.8M | 30k | 94.33 |
| 2023-06-30 | $3.0M | 30k | 99.65 |
| 2023-03-31 | $2.9M | 30k | 96.70 |
| 2022-12-31 | $2.9M | 30k | 94.64 |
| 2022-09-30 | $2.6M | 30k | 87.18 |
| 2022-06-30 | $2.5M | 27k | 92.41 |
| 2022-03-31 | $2.1M | 20k | 107.91 |
| 2021-12-31 | $1.8M | 16k | 114.47 |
| 2021-09-30 | $1.5M | 14k | 109.21 |
| 2021-06-30 | $1.5M | 13k | 112.99 |
| 2021-03-31 | $871k | 8.0k | 108.47 |
| 2020-12-31 | $708k | 7.7k | 91.89 |
| 2020-09-30 | $582k | 8.3k | 70.28 |
| 2020-06-30 | $570k | 8.3k | 68.30 |
| 2020-03-31 | $602k | 11k | 56.14 |
| 2019-12-31 | $999k | 12k | 83.89 |
| 2019-09-30 | $408k | 5.3k | 77.68 |
| 2019-06-30 | $411k | 5.3k | 78.26 |
| 2019-03-31 | $415k | 5.4k | 77.18 |
| 2018-12-31 | $794k | 12k | 69.31 |
| 2018-09-30 | $467k | 5.4k | 87.26 |
| 2018-06-30 | $446k | 5.4k | 83.33 |
| 2018-03-31 | $267k | 3.5k | 77.19 |
| 2017-12-31 | $405k | 5.3k | 76.78 |
| 2017-09-30 | $412k | 5.6k | 74.23 |
| 2017-06-30 | $393k | 5.6k | 70.18 |
| 2017-03-31 | $336k | 4.9k | 69.12 |
| 2016-12-31 | $341k | 2.5k | 137.33 |
| 2016-09-30 | $283k | 2.3k | 124.07 |
| 2016-06-30 | $270k | 2.3k | 115.83 |
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