iShares S&P SmallCap 600 Index shares owned by Aries Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Aries Wealth Management
from 13F filings
Historical chart of Aries 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 Aries Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $291k | 2.7k | 108.25 |
| 2023-09-30 | $250k | 2.7k | 92.85 |
| 2023-06-30 | $268k | 2.7k | 99.65 |
| 2023-03-31 | $260k | 2.7k | 96.70 |
| 2022-12-31 | $255k | 2.7k | 94.64 |
| 2022-09-30 | $263k | 2.7k | 97.77 |
| 2022-06-30 | $249k | 2.7k | 92.57 |
| 2022-03-31 | $10M | 95k | 107.88 |
| 2021-12-31 | $2.2M | 19k | 114.50 |
| 2021-09-30 | $294k | 2.7k | 109.29 |
| 2021-06-30 | $304k | 2.7k | 113.01 |
| 2021-03-31 | $296k | 2.7k | 110.04 |
| 2020-12-31 | $263k | 2.7k | 97.77 |
| 2019-12-31 | $225k | 2.7k | 83.64 |
| 2019-09-30 | $207k | 2.7k | 76.95 |
| 2019-06-30 | $212k | 2.7k | 78.81 |
| 2019-03-31 | $208k | 2.7k | 77.32 |
| 2018-09-30 | $235k | 2.7k | 87.36 |
| 2018-06-30 | $232k | 2.7k | 86.25 |
| 2018-03-31 | $210k | 2.7k | 78.07 |
| 2017-12-31 | $215k | 2.7k | 79.93 |
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