iShares S&P SmallCap 600 Index shares owned by 4J Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by 4J Wealth Management
from 13F filings
Historical chart of 4J Wealth Management investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by 4J Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by 4J Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $272k | 2.3k | 116.97 |
2024-06-30 | $249k | 2.3k | 106.66 |
2024-03-31 | $263k | 2.4k | 110.50 |
2023-12-31 | $299k | 2.8k | 108.24 |
2023-09-30 | $1.4M | 15k | 94.33 |
2023-06-30 | $1.5M | 15k | 99.65 |
2023-03-31 | $1.4M | 14k | 96.70 |
2022-12-31 | $1.3M | 14k | 94.64 |
2022-09-30 | $1.2M | 13k | 87.16 |
2022-03-31 | $1.7M | 15k | 107.88 |
2021-12-31 | $1.7M | 15k | 114.53 |
2021-09-30 | $1.5M | 14k | 109.22 |
2021-06-30 | $1.5M | 13k | 112.96 |
2021-03-31 | $1.4M | 13k | 108.50 |
2020-12-31 | $1.3M | 14k | 91.88 |
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