iShares S&P SmallCap 600 Index shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV 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 BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $17M | 170k | 99.65 |
| 2023-03-31 | $16M | 161k | 96.70 |
| 2022-12-31 | $14M | 147k | 94.64 |
| 2022-09-30 | $13M | 147k | 87.19 |
| 2022-06-30 | $14M | 147k | 92.41 |
| 2022-03-31 | $16M | 143k | 107.88 |
| 2021-12-31 | $15M | 130k | 114.51 |
| 2021-09-30 | $13M | 118k | 109.19 |
| 2021-06-30 | $12M | 105k | 112.98 |
| 2021-03-31 | $11M | 101k | 108.53 |
| 2020-12-31 | $9.8M | 106k | 91.90 |
| 2020-09-30 | $7.3M | 104k | 70.23 |
| 2020-06-30 | $6.4M | 94k | 68.29 |
| 2020-03-31 | $2.7M | 47k | 56.11 |
| 2019-12-31 | $3.3M | 39k | 83.86 |
| 2019-09-30 | $3.0M | 39k | 77.83 |
| 2019-06-30 | $2.9M | 37k | 78.27 |
| 2019-03-31 | $2.8M | 37k | 77.15 |
| 2018-12-31 | $2.2M | 31k | 69.33 |
| 2018-09-30 | $2.7M | 30k | 87.25 |
| 2018-06-30 | $2.3M | 28k | 83.44 |
| 2018-03-31 | $1.8M | 23k | 77.02 |
| 2017-12-31 | $1.6M | 21k | 76.82 |
| 2017-09-30 | $1.5M | 21k | 74.21 |
| 2017-06-30 | $331k | 4.7k | 70.17 |
| 2017-03-31 | $222k | 3.2k | 69.20 |
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