iShares S&P SmallCap 600 Index shares owned by Calton & Associates
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $273k | 3.4k | 80.31 |
| 2022-12-31 | $421k | 4.5k | 94.64 |
| 2022-03-31 | $898k | 8.3k | 107.83 |
| 2021-12-31 | $1.0M | 9.1k | 114.50 |
| 2021-09-30 | $1.0M | 9.6k | 109.11 |
| 2021-06-30 | $1.1M | 9.8k | 113.51 |
| 2021-03-31 | $994k | 9.2k | 108.53 |
| 2020-12-31 | $577k | 6.3k | 91.97 |
| 2020-09-30 | $527k | 7.5k | 70.27 |
| 2020-06-30 | $638k | 9.3k | 68.31 |
| 2020-03-31 | $448k | 8.0k | 56.18 |
| 2019-12-31 | $635k | 7.6k | 83.87 |
| 2019-09-30 | $445k | 5.7k | 77.81 |
| 2019-06-30 | $350k | 4.5k | 78.19 |
| 2019-03-31 | $338k | 4.4k | 77.15 |
| 2018-12-31 | $292k | 4.2k | 69.36 |
| 2018-09-30 | $354k | 4.1k | 87.13 |
| 2018-06-30 | $334k | 3.8k | 87.27 |
| 2018-03-31 | $282k | 3.7k | 76.90 |
| 2017-12-31 | $345k | 4.3k | 80.00 |
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