iShares S&P SmallCap 600 Index shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $35M | 299k | 116.96 |
| 2024-06-30 | $29M | 274k | 106.66 |
| 2024-03-31 | $27M | 243k | 110.52 |
| 2023-12-31 | $22M | 199k | 108.25 |
| 2023-09-30 | $15M | 160k | 94.33 |
| 2023-06-30 | $12M | 121k | 99.65 |
| 2023-03-31 | $7.0M | 72k | 96.70 |
| 2022-12-31 | $2.0M | 21k | 94.64 |
| 2022-09-30 | $1.5M | 17k | 87.22 |
| 2022-06-30 | $1.8M | 19k | 92.43 |
| 2022-03-31 | $2.0M | 18k | 107.87 |
| 2021-12-31 | $1.9M | 16k | 114.53 |
| 2021-09-30 | $1.4M | 13k | 109.21 |
| 2021-06-30 | $1.6M | 14k | 112.95 |
| 2021-03-31 | $1.6M | 14k | 108.51 |
| 2020-12-31 | $324k | 3.5k | 91.99 |
| 2020-09-30 | $395k | 5.6k | 70.16 |
| 2020-06-30 | $584k | 8.6k | 68.23 |
| 2020-03-31 | $290k | 5.2k | 56.20 |
| 2019-12-31 | $365k | 4.3k | 83.93 |
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