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 csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $659k | 5.5k | 118.83 |
| 2025-06-30 | $1.5M | 14k | 109.29 |
| 2025-03-31 | $475k | 4.5k | 104.56 |
| 2024-12-31 | $479k | 4.2k | 115.21 |
| 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 |
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