iShares S&P SmallCap 600 Index shares owned by Activest Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Activest Wealth Management
from 13F filings
Historical chart of Activest 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 Activest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 3.1k | 118.81 |
| 2025-06-30 | $440k | 4.0k | 109.29 |
| 2025-03-31 | $325k | 3.1k | 104.57 |
| 2024-12-31 | $448k | 3.9k | 115.22 |
| 2024-09-30 | $113k | 964 | 117.01 |
| 2024-06-30 | $129k | 1.2k | 106.69 |
| 2024-03-31 | $274k | 2.5k | 110.52 |
| 2023-12-31 | $385k | 3.6k | 108.26 |
| 2023-09-30 | $334k | 3.5k | 94.34 |
| 2023-03-31 | $154k | 1.6k | 95.60 |
| 2022-06-30 | $505k | 5.5k | 92.32 |
| 2022-03-31 | $386k | 3.6k | 108.00 |
| 2021-12-31 | $228k | 2.0k | 114.52 |
| 2021-09-30 | $266k | 2.4k | 109.02 |
| 2021-06-30 | $182k | 1.6k | 112.69 |
| 2021-03-31 | $347k | 3.2k | 108.71 |
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