iShares S&P SmallCap 600 Index shares owned by AAFCPAs Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by AAFCPAs Wealth Management
from 13F filings
Historical chart of AAFCPAs 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 AAFCPAs Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 35k | 116.96 |
| 2024-06-30 | $7.9M | 74k | 106.66 |
| 2024-03-31 | $7.2M | 65k | 110.52 |
| 2023-12-31 | $6.8M | 63k | 108.25 |
| 2023-09-30 | $5.7M | 60k | 94.33 |
| 2023-06-30 | $5.9M | 59k | 99.65 |
| 2023-03-31 | $5.5M | 57k | 96.72 |
| 2022-12-31 | $5.2M | 55k | 94.66 |
| 2022-09-30 | $4.8M | 55k | 87.23 |
| 2022-06-30 | $4.8M | 53k | 92.17 |
| 2022-03-31 | $5.7M | 53k | 107.85 |
| 2021-12-31 | $6.0M | 52k | 114.43 |
| 2021-09-30 | $5.6M | 51k | 109.20 |
| 2021-06-30 | $5.5M | 49k | 112.87 |
| 2021-03-31 | $5.5M | 51k | 108.53 |
| 2020-12-31 | $5.6M | 61k | 91.90 |
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