iShares S&P SmallCap 600 Index shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 30k | 116.96 |
| 2024-03-31 | $3.4M | 31k | 110.52 |
| 2023-12-31 | $3.3M | 30k | 108.25 |
| 2023-09-30 | $20M | 207k | 94.33 |
| 2023-06-30 | $20M | 205k | 99.65 |
| 2023-03-31 | $12M | 120k | 96.70 |
| 2022-12-31 | $2.7M | 28k | 94.64 |
| 2022-09-30 | $2.5M | 29k | 87.19 |
| 2022-06-30 | $3.0M | 32k | 92.40 |
| 2022-03-31 | $3.0M | 28k | 107.89 |
| 2021-12-31 | $3.3M | 29k | 114.50 |
| 2021-09-30 | $3.1M | 28k | 109.19 |
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