iShares S&P SmallCap 600 Index shares owned by Apexium Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 138k | 116.96 |
| 2024-06-30 | $13M | 124k | 106.66 |
| 2024-03-31 | $13M | 116k | 110.52 |
| 2023-12-31 | $12M | 106k | 108.25 |
| 2023-09-30 | $11M | 111k | 94.70 |
| 2023-06-30 | $11M | 106k | 99.65 |
| 2023-03-31 | $9.4M | 98k | 96.70 |
| 2022-12-31 | $8.7M | 92k | 94.64 |
| 2022-09-30 | $7.3M | 84k | 87.20 |
| 2022-06-30 | $1.9M | 21k | 93.10 |
| 2022-03-31 | $1.9M | 17k | 112.07 |
| 2021-12-31 | $2.0M | 17k | 114.53 |
| 2021-09-30 | $1.8M | 17k | 109.18 |
| 2021-06-30 | $1.8M | 16k | 112.92 |
| 2021-03-31 | $1.7M | 16k | 108.54 |
| 2020-12-31 | $1.4M | 16k | 91.92 |
| 2020-09-30 | $1.2M | 18k | 70.24 |
| 2020-06-30 | $1.8M | 27k | 68.29 |
| 2020-03-31 | $1.7M | 30k | 56.12 |
| 2019-12-31 | $2.1M | 25k | 83.86 |
| 2018-12-31 | $1.6M | 23k | 69.31 |
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