iShares S&P SmallCap 600 Index shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private 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 Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $341k | 3.1k | 110.52 |
| 2023-12-31 | $246k | 2.3k | 108.25 |
| 2023-09-30 | $183k | 1.9k | 94.33 |
| 2023-06-30 | $156k | 1.6k | 99.66 |
| 2023-03-31 | $110k | 1.1k | 96.71 |
| 2022-12-31 | $45k | 471 | 94.66 |
| 2022-09-30 | $14k | 156 | 89.74 |
| 2022-06-30 | $1.0k | 14 | 71.43 |
| 2022-03-31 | $2.0k | 14 | 142.86 |
| 2021-12-31 | $25k | 219 | 114.16 |
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