iShares S&P SmallCap 600 Index shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock 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 Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 17k | 104.28 |
| 2023-09-30 | $1.5M | 16k | 92.36 |
| 2023-06-30 | $1.4M | 15k | 98.79 |
| 2023-03-31 | $1.4M | 15k | 92.38 |
| 2022-12-31 | $1.5M | 15k | 101.81 |
| 2022-09-30 | $1.4M | 16k | 89.66 |
| 2022-06-30 | $1.6M | 17k | 93.91 |
| 2022-03-31 | $2.0M | 19k | 106.82 |
| 2021-12-31 | $2.0M | 19k | 104.78 |
| 2021-09-30 | $2.2M | 18k | 120.32 |
| 2021-06-30 | $2.2M | 20k | 111.62 |
| 2021-03-31 | $1.0M | 9.6k | 108.85 |
| 2020-12-31 | $593k | 5.9k | 101.23 |
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