iShares S&P SmallCap 600 Index shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.2M | 12k | 106.66 |
| 2024-03-31 | $1.7M | 16k | 110.52 |
| 2023-09-30 | $1.7M | 18k | 94.33 |
| 2023-06-30 | $3.7M | 38k | 99.65 |
| 2023-03-31 | $3.5M | 36k | 96.70 |
| 2022-12-31 | $4.4M | 47k | 94.64 |
| 2022-09-30 | $3.9M | 45k | 87.21 |
| 2022-06-30 | $3.9M | 42k | 92.40 |
| 2022-03-31 | $4.2M | 39k | 107.85 |
| 2021-12-31 | $4.4M | 39k | 114.50 |
| 2021-09-30 | $4.3M | 39k | 109.19 |
| 2021-06-30 | $4.0M | 35k | 112.97 |
| 2021-03-31 | $4.2M | 38k | 108.51 |
| 2020-12-31 | $3.9M | 42k | 91.91 |
| 2020-09-30 | $834k | 15k | 56.12 |
| 2020-06-30 | $1.2M | 18k | 68.31 |
| 2020-03-31 | $834k | 15k | 56.12 |
| 2019-12-31 | $1.2M | 15k | 83.79 |
| 2019-09-30 | $1.0M | 13k | 77.84 |
| 2019-06-30 | $1.1M | 14k | 78.31 |
| 2018-12-31 | $637k | 9.2k | 69.37 |
| 2018-09-30 | $2.0M | 23k | 87.23 |
| 2018-06-30 | $1.2M | 15k | 83.47 |
| 2018-03-31 | $964k | 13k | 77.03 |
| 2017-12-31 | $1.1M | 15k | 76.80 |
| 2017-09-30 | $620k | 8.3k | 74.26 |
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