iShares S&P SmallCap 600 Index shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $883k | 7.4k | 119.32 |
| 2024-09-30 | $523k | 4.5k | 116.96 |
| 2024-06-30 | $321k | 3.0k | 106.66 |
| 2024-03-31 | $332k | 3.0k | 110.52 |
| 2023-12-31 | $332k | 3.1k | 108.25 |
| 2023-09-30 | $320k | 3.4k | 94.33 |
| 2023-06-30 | $307k | 3.1k | 99.65 |
| 2023-03-31 | $333k | 3.4k | 96.70 |
| 2022-12-31 | $353k | 3.7k | 94.64 |
| 2022-09-30 | $342k | 3.9k | 87.00 |
| 2022-06-30 | $397k | 3.8k | 103.60 |
| 2022-03-31 | $214k | 2.0k | 107.43 |
| 2021-12-31 | $409k | 3.6k | 114.37 |
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