Adams Wealth Management »

iShares S&P SmallCap 600 Index shares owned by Adams Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Adams Wealth Management from 13F filings

Historical chart of Adams 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 Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $400k 3.4k 116.95
2024-06-30 $331k 3.1k 106.65
2024-03-31 $343k 3.1k 110.53
2023-06-30 $1.2M 12k 99.65
2023-03-31 $1.1M 12k 96.70
2022-12-31 $799k 8.4k 94.64