iShares S&P SmallCap 600 Index shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 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 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 21k | 108.25 |
| 2023-09-30 | $2.0M | 22k | 94.33 |
| 2023-06-30 | $2.1M | 22k | 99.65 |
| 2023-03-31 | $2.1M | 22k | 96.70 |
| 2022-12-31 | $2.0M | 22k | 94.64 |
| 2022-09-30 | $1.9M | 22k | 87.20 |
| 2022-06-30 | $2.2M | 24k | 92.41 |
| 2022-03-31 | $2.7M | 25k | 107.86 |
| 2021-12-31 | $3.0M | 26k | 114.51 |
| 2021-09-30 | $2.7M | 25k | 109.18 |
| 2021-06-30 | $2.8M | 25k | 112.96 |
| 2021-03-31 | $2.3M | 21k | 108.54 |
| 2020-12-31 | $1.9M | 21k | 91.92 |
| 2020-09-30 | $1.5M | 20k | 72.03 |
| 2020-06-30 | $1.6M | 23k | 68.29 |
| 2020-03-31 | $1.5M | 24k | 61.21 |
| 2019-12-31 | $2.4M | 29k | 83.85 |
| 2019-09-30 | $1.8M | 23k | 77.83 |
| 2019-06-30 | $1.9M | 24k | 78.27 |
| 2019-03-31 | $1.8M | 24k | 77.17 |
| 2018-12-31 | $1.6M | 23k | 69.34 |
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