iShares S&P SmallCap 600 Index shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $277k | 2.3k | 120.19 |
| 2025-09-30 | $274k | 2.3k | 118.82 |
| 2025-06-30 | $356k | 3.3k | 109.29 |
| 2025-03-31 | $347k | 3.3k | 104.58 |
| 2024-12-31 | $395k | 3.4k | 115.22 |
| 2024-09-30 | $438k | 3.7k | 116.97 |
| 2024-06-30 | $389k | 3.6k | 106.67 |
| 2024-03-31 | $413k | 3.7k | 110.51 |
| 2023-12-31 | $401k | 3.7k | 108.26 |
| 2023-09-30 | $353k | 3.7k | 94.33 |
| 2023-06-30 | $249k | 2.5k | 99.66 |
| 2023-03-31 | $215k | 2.2k | 96.68 |
| 2022-12-31 | $261k | 2.8k | 94.64 |
| 2022-09-30 | $207k | 2.4k | 87.30 |
| 2022-06-30 | $239k | 2.6k | 92.31 |
| 2022-03-31 | $273k | 2.5k | 107.95 |
| 2021-12-31 | $270k | 2.4k | 114.46 |
| 2021-09-30 | $1.0k | 5 | 200.00 |
| 2021-06-30 | $1.0k | 5 | 200.00 |
| 2021-03-31 | $1.0k | 5 | 200.00 |
| 2020-12-31 | $33k | 355 | 92.96 |
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