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

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $853k 7.2k 118.83
2025-06-30 $731k 6.7k 109.29
2025-03-31 $156k 1.5k 104.57
2024-12-31 $172k 1.5k 115.22
2024-09-30 $175k 1.5k 116.96
2024-06-30 $160k 1.5k 106.66
2024-03-31 $165k 1.5k 110.52
2023-09-30 $54k 570 94.33