iShares S&P SmallCap 600 Index shares owned by Circle Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle 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 Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $229M | 2.1M | 108.25 |
| 2023-09-30 | $200M | 2.1M | 94.33 |
| 2023-06-30 | $341k | 3.4k | 99.64 |
| 2023-03-31 | $330k | 3.4k | 96.69 |
| 2022-12-31 | $312k | 3.3k | 94.64 |
| 2022-09-30 | $285k | 3.3k | 87.26 |
| 2022-06-30 | $302k | 3.3k | 92.47 |
| 2022-03-31 | $308k | 2.9k | 107.88 |
| 2021-12-31 | $327k | 2.9k | 114.54 |
| 2021-09-30 | $312k | 2.9k | 109.28 |
| 2021-06-30 | $323k | 2.9k | 113.13 |
| 2021-03-31 | $309k | 2.8k | 108.50 |
| 2020-12-31 | $202k | 2.2k | 91.69 |
| 2020-03-31 | $343k | 6.1k | 56.19 |
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