iShares S&P SmallCap 600 Index shares owned by Costello Asset Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Costello Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $581k | 5.0k | 116.97 |
| 2024-06-30 | $287k | 2.7k | 106.67 |
| 2024-03-31 | $270k | 2.4k | 110.52 |
| 2023-12-31 | $56k | 518 | 108.25 |
| 2023-09-30 | $49k | 518 | 94.33 |
| 2023-06-30 | $52k | 518 | 99.65 |
| 2023-03-31 | $49k | 503 | 96.70 |
| 2022-12-31 | $48k | 503 | 94.64 |
| 2022-09-30 | $44k | 503 | 87.48 |
| 2022-06-30 | $56k | 609 | 91.95 |
| 2022-03-31 | $66k | 609 | 108.37 |
| 2021-12-31 | $46k | 400 | 115.00 |
| 2021-09-30 | $44k | 400 | 110.00 |
| 2021-06-30 | $45k | 400 | 112.50 |
| 2021-03-31 | $43k | 400 | 107.50 |
| 2020-12-31 | $37k | 400 | 92.50 |
| 2020-09-30 | $28k | 400 | 70.00 |
| 2020-06-30 | $27k | 400 | 67.50 |
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