iShares S&P SmallCap 600 Index shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $214k | 1.8k | 116.98 |
| 2024-06-30 | $278k | 2.6k | 106.67 |
| 2024-03-31 | $400k | 3.6k | 110.53 |
| 2023-12-31 | $399k | 3.7k | 108.26 |
| 2023-09-30 | $348k | 3.7k | 94.34 |
| 2023-06-30 | $368k | 3.7k | 99.66 |
| 2023-03-31 | $507k | 5.2k | 96.71 |
| 2022-12-31 | $539k | 5.7k | 94.64 |
| 2022-09-30 | $517k | 5.9k | 87.39 |
| 2022-06-30 | $560k | 6.0k | 92.62 |
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