iShares S&P SmallCap 600 Index shares owned by Cfm Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Cfm Wealth Partners
from 13F filings
Historical chart of Cfm Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Cfm Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $409k | 3.6k | 115.22 |
| 2024-09-30 | $372k | 3.4k | 110.52 |
| 2024-06-30 | $359k | 3.4k | 106.66 |
| 2024-03-31 | $372k | 3.4k | 110.52 |
| 2023-12-31 | $479k | 4.4k | 108.25 |
| 2023-09-30 | $417k | 4.4k | 94.33 |
| 2023-06-30 | $441k | 4.4k | 99.65 |
| 2023-03-31 | $445k | 4.6k | 96.70 |
| 2022-12-31 | $1.7M | 18k | 94.64 |
| 2022-09-30 | $414k | 4.7k | 87.18 |
| 2022-06-30 | $356k | 3.9k | 92.47 |
| 2022-03-31 | $422k | 3.9k | 107.96 |
| 2021-12-31 | $453k | 3.9k | 115.89 |
| 2021-09-30 | $412k | 3.8k | 109.05 |
| 2021-06-30 | $427k | 3.8k | 113.02 |
| 2021-03-31 | $395k | 3.6k | 108.43 |
| 2020-12-31 | $224k | 2.4k | 91.80 |
| 2020-06-30 | $148k | 2.2k | 68.05 |
| 2020-03-31 | $122k | 2.2k | 56.09 |
| 2019-12-31 | $98k | 1.2k | 85.14 |
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