iShares S&P SmallCap 600 Index shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.8M | 31k | 88.89 |
| 2023-06-30 | $7.5M | 76k | 99.65 |
| 2023-03-31 | $7.2M | 75k | 96.70 |
| 2022-12-31 | $6.8M | 72k | 94.64 |
| 2022-09-30 | $6.4M | 73k | 87.20 |
| 2022-06-30 | $6.1M | 66k | 92.40 |
| 2022-03-31 | $7.4M | 68k | 107.88 |
| 2021-12-31 | $6.8M | 59k | 114.50 |
| 2021-09-30 | $5.2M | 47k | 109.19 |
| 2021-06-30 | $6.8M | 60k | 112.98 |
| 2021-03-31 | $6.2M | 58k | 108.52 |
| 2020-12-31 | $4.9M | 53k | 91.89 |
| 2020-09-30 | $1.8M | 26k | 70.21 |
| 2020-06-30 | $1.8M | 27k | 68.31 |
| 2020-03-31 | $1.7M | 31k | 56.19 |
| 2019-12-31 | $1.4M | 16k | 82.78 |
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