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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index