iShares S&P SmallCap 600 Index shares owned by Compass Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Compass Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.1M | 19k | 110.52 |
2023-12-31 | $2.1M | 19k | 108.25 |
2023-09-30 | $1.8M | 20k | 94.33 |
2023-06-30 | $2.0M | 20k | 99.65 |
2023-03-31 | $2.0M | 20k | 96.70 |
2022-12-31 | $1.9M | 21k | 94.64 |
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