iShares S&P SmallCap 600 Index shares owned by Willingdon Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Willingdon Wealth Management
from 13F filings
Historical chart of Willingdon 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 Willingdon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-03-31 | $9.0k | 166 | 54.22 |
| 2019-12-31 | $54k | 647 | 83.46 |
| 2019-09-30 | $74k | 947 | 78.14 |
| 2019-06-30 | $13k | 166 | 78.31 |
| 2019-03-31 | $833k | 11k | 77.12 |
| 2018-12-31 | $704k | 10k | 69.36 |
| 2018-09-30 | $804k | 9.2k | 87.21 |
| 2018-06-30 | $727k | 8.7k | 83.50 |
| 2018-03-31 | $725k | 9.4k | 77.04 |
| 2017-12-31 | $3.1M | 41k | 76.80 |
| 2017-09-30 | $2.8M | 38k | 74.23 |
| 2017-06-30 | $2.5M | 36k | 70.12 |
| 2017-03-31 | $2.5M | 36k | 69.15 |
| 2016-12-31 | $2.3M | 17k | 137.51 |
| 2016-09-30 | $418k | 3.4k | 124.29 |
| 2016-06-30 | $353k | 3.0k | 116.19 |
| 2016-03-31 | $338k | 3.0k | 112.59 |
| 2015-12-31 | $287k | 2.6k | 110.09 |
| 2015-09-30 | $395k | 3.7k | 106.70 |
| 2015-06-30 | $464k | 3.9k | 117.53 |
| 2015-03-31 | $498k | 4.2k | 118.12 |
| 2014-12-31 | $630k | 5.5k | 114.01 |
| 2014-09-30 | $568k | 5.4k | 104.32 |
| 2014-06-30 | $543k | 4.8k | 112.17 |
| 2014-03-31 | $729k | 6.6k | 110.00 |
| 2013-12-31 | $717k | 6.6k | 109.13 |
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