iShares S&P SmallCap 600 Index shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 3.0k | 118.85 |
| 2025-06-30 | $406k | 3.7k | 109.29 |
| 2025-03-31 | $311k | 3.0k | 104.57 |
| 2024-12-31 | $285k | 2.5k | 115.20 |
| 2024-09-30 | $302k | 2.6k | 116.96 |
| 2024-06-30 | $282k | 2.6k | 106.66 |
| 2024-03-31 | $279k | 2.5k | 110.51 |
| 2023-12-31 | $266k | 2.5k | 108.27 |
| 2023-09-30 | $244k | 2.6k | 94.33 |
| 2023-06-30 | $294k | 3.0k | 99.65 |
| 2023-03-31 | $282k | 2.9k | 96.71 |
| 2022-12-31 | $283k | 3.0k | 94.66 |
| 2022-09-30 | $262k | 3.0k | 87.04 |
| 2022-06-30 | $262k | 2.8k | 92.45 |
| 2021-12-31 | $347k | 3.0k | 114.64 |
| 2021-03-31 | $323k | 3.0k | 107.74 |
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