iShares S&P SmallCap 600 Index shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 21k | 118.83 |
| 2025-06-30 | $2.3M | 21k | 109.29 |
| 2025-03-31 | $2.4M | 23k | 104.57 |
| 2024-12-31 | $2.6M | 23k | 115.22 |
| 2024-09-30 | $2.6M | 23k | 116.96 |
| 2024-06-30 | $1.9M | 18k | 106.66 |
| 2024-03-31 | $5.9M | 54k | 108.62 |
| 2023-12-31 | $2.7M | 25k | 108.25 |
| 2023-09-30 | $2.4M | 25k | 96.40 |
| 2023-06-30 | $1.9M | 18k | 104.24 |
| 2023-03-31 | $2.3M | 25k | 91.71 |
| 2022-12-31 | $1.7M | 18k | 94.64 |
| 2022-09-30 | $1.6M | 1.6M | 1.00 |
| 2022-06-30 | $2.4M | 26k | 92.41 |
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