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 csv Download as ExcelQuarterly 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 |
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