iShares S&P SmallCap 600 Index shares owned by Concentrum Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Concentrum Wealth Management
from 13F filings
Historical chart of Concentrum 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 Concentrum Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 3.3k | 118.84 |
| 2025-06-30 | $255k | 2.3k | 109.27 |
| 2025-03-31 | $2.7M | 26k | 104.57 |
| 2024-12-31 | $1.8M | 16k | 115.22 |
| 2024-09-30 | $533k | 4.6k | 116.96 |
| 2024-06-30 | $459k | 4.3k | 106.65 |
| 2024-03-31 | $498k | 4.5k | 110.53 |
| 2023-12-31 | $981k | 9.1k | 108.24 |
| 2023-09-30 | $371k | 3.9k | 94.33 |
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