iShares S&P SmallCap 600 Index shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate 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 Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $937k | 9.1k | 103.21 |
| 2023-12-31 | $1000k | 9.6k | 104.57 |
| 2023-09-30 | $998k | 11k | 93.93 |
| 2023-06-30 | $853k | 8.4k | 101.41 |
| 2023-03-31 | $711k | 7.5k | 95.37 |
| 2022-12-31 | $662k | 6.7k | 98.28 |
| 2022-09-30 | $494k | 5.4k | 91.40 |
| 2022-06-30 | $261k | 2.8k | 93.75 |
| 2022-03-31 | $239k | 2.2k | 108.00 |
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