iShares S&P SmallCap 600 Index shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $618k | 5.3k | 116.95 |
| 2024-06-30 | $570k | 5.3k | 106.65 |
| 2024-03-31 | $745k | 6.7k | 110.53 |
| 2023-12-31 | $832k | 7.7k | 108.25 |
| 2023-09-30 | $756k | 8.0k | 94.33 |
| 2023-06-30 | $727k | 7.3k | 99.65 |
| 2023-03-31 | $644k | 6.7k | 96.71 |
| 2022-12-31 | $684k | 7.2k | 94.63 |
| 2022-09-30 | $636k | 7.3k | 87.12 |
| 2022-06-30 | $832k | 9.0k | 92.37 |
| 2022-03-31 | $879k | 8.2k | 107.83 |
| 2021-12-31 | $952k | 8.3k | 114.48 |
| 2021-09-30 | $943k | 8.6k | 109.23 |
| 2021-06-30 | $991k | 8.8k | 112.95 |
| 2021-03-31 | $986k | 9.1k | 108.54 |
| 2020-12-31 | $995k | 11k | 91.93 |
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