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iShares S&P SmallCap 600 Index shares owned by Crestmont Private Wealth

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

Historical chart of Crestmont Private 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 Crestmont Private 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 Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.9M 77k 116.96
2024-06-30 $8.1M 76k 106.66
2024-03-31 $8.9M 81k 110.52
2023-12-31 $9.4M 87k 108.25
2023-09-30 $10M 106k 94.33
2023-06-30 $11M 105k 99.65
2023-03-31 $9.3M 96k 96.70
2022-12-31 $9.2M 97k 94.64
2022-09-30 $8.5M 98k 87.19
2022-06-30 $5.0M 54k 92.41
2022-03-31 $5.5M 51k 107.88
2021-12-31 $5.6M 49k 114.51