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iShares S&P SmallCap 600 Index shares owned by Connectus Wealth

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Connectus Wealth from 13F filings

Historical chart of Connectus Wealth 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 Connectus Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Connectus Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 19k 110.52
2023-12-31 $15M 137k 108.39
2023-09-30 $16M 173k 94.37
2023-06-30 $10M 101k 99.75
2023-03-31 $22M 223k 96.86
2022-12-31 $25M 260k 94.64
2022-09-30 $24M 272k 87.26
2022-06-30 $29M 318k 92.55
2022-03-31 $35M 301k 114.66