iShares S&P SmallCap 600 Index shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.9M | 60k | 115.22 |
| 2024-09-30 | $11M | 98k | 116.96 |
| 2024-06-30 | $11M | 101k | 106.59 |
| 2024-03-31 | $4.8M | 43k | 110.52 |
| 2023-12-31 | $67M | 633k | 106.00 |
| 2023-09-30 | $66M | 698k | 94.33 |
| 2023-06-30 | $57M | 572k | 99.65 |
| 2023-03-31 | $54M | 556k | 96.70 |
| 2022-12-31 | $49M | 519k | 94.64 |
| 2022-09-30 | $42M | 482k | 87.19 |
| 2022-06-30 | $30M | 323k | 92.41 |
| 2022-03-31 | $41M | 377k | 107.88 |
| 2021-12-31 | $46M | 406k | 114.51 |
| 2021-09-30 | $63M | 573k | 109.19 |
| 2021-06-30 | $56M | 497k | 112.98 |
| 2021-03-31 | $47M | 432k | 108.53 |
| 2020-12-31 | $28M | 307k | 91.90 |
| 2020-09-30 | $19M | 263k | 70.23 |
| 2020-06-30 | $19M | 282k | 68.29 |
| 2020-03-31 | $8.5M | 151k | 56.11 |
| 2019-12-31 | $20M | 238k | 83.85 |
| 2019-09-30 | $6.2M | 80k | 77.84 |
| 2019-06-30 | $5.9M | 75k | 78.28 |
| 2019-03-31 | $4.6M | 60k | 77.16 |
| 2018-12-31 | $5.0M | 72k | 69.33 |
| 2018-09-30 | $16M | 178k | 87.24 |
| 2018-06-30 | $8.4M | 100k | 83.46 |
| 2018-03-31 | $7.1M | 93k | 77.01 |
| 2017-12-31 | $6.4M | 84k | 76.81 |
| 2017-09-30 | $4.5M | 61k | 74.23 |
| 2017-06-30 | $3.5M | 49k | 70.12 |
| 2017-03-31 | $3.1M | 45k | 69.16 |
| 2016-12-31 | $415k | 3.0k | 137.65 |
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