iShares S&P SmallCap 600 Index shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree 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 Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $456k | 3.8k | 118.83 |
| 2025-06-30 | $419k | 3.8k | 109.29 |
| 2025-03-31 | $568k | 5.4k | 104.57 |
| 2024-12-31 | $626k | 5.4k | 115.22 |
| 2024-09-30 | $534k | 4.6k | 116.96 |
| 2024-06-30 | $487k | 4.6k | 106.66 |
| 2024-03-31 | $504k | 4.6k | 110.52 |
| 2023-12-31 | $494k | 4.6k | 108.25 |
| 2023-09-30 | $430k | 4.6k | 94.33 |
| 2023-06-30 | $459k | 4.6k | 99.65 |
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