iShares S&P SmallCap 600 Index shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo 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 Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $493k | 4.2k | 118.82 |
| 2025-06-30 | $441k | 4.0k | 109.30 |
| 2025-03-31 | $465k | 4.4k | 104.58 |
| 2024-12-31 | $1.3M | 11k | 115.22 |
| 2024-09-30 | $1.3M | 11k | 116.96 |
| 2024-06-30 | $935k | 8.8k | 106.66 |
| 2024-03-31 | $863k | 7.8k | 110.52 |
| 2023-12-31 | $427k | 3.9k | 108.24 |
| 2023-09-30 | $364k | 3.9k | 94.32 |
| 2023-06-30 | $302k | 3.0k | 99.64 |
| 2023-03-31 | $287k | 3.0k | 96.68 |
| 2022-12-31 | $308k | 3.3k | 94.65 |
Top funds holding iShares S&P SmallCap 600 Index
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