iShares S&P SmallCap 600 Index shares owned by Castle Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $365k | 3.2k | 115.22 |
| 2024-09-30 | $370k | 3.2k | 116.96 |
| 2024-06-30 | $333k | 3.1k | 106.67 |
| 2024-03-31 | $470k | 4.3k | 110.51 |
| 2023-12-31 | $461k | 4.3k | 108.25 |
| 2023-09-30 | $2.6M | 28k | 94.77 |
| 2023-06-30 | $2.3M | 23k | 99.65 |
| 2023-03-31 | $2.0M | 21k | 96.70 |
| 2022-12-31 | $5.7M | 60k | 94.64 |
| 2022-09-30 | $5.2M | 59k | 87.19 |
| 2022-06-30 | $4.4M | 48k | 92.42 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index