iShares S&P SmallCap 600 Index shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 2.4k | 118.83 |
| 2025-06-30 | $215k | 2.0k | 109.29 |
| 2025-03-31 | $359k | 3.4k | 104.56 |
| 2024-12-31 | $599k | 5.2k | 115.21 |
| 2024-09-30 | $606k | 5.2k | 116.96 |
| 2024-06-30 | $528k | 4.9k | 106.67 |
| 2024-03-31 | $547k | 4.9k | 110.52 |
| 2023-12-31 | $730k | 6.7k | 108.26 |
| 2023-09-30 | $733k | 7.8k | 94.33 |
| 2023-06-30 | $1.2M | 12k | 102.22 |
| 2023-03-31 | $1.4M | 15k | 96.70 |
| 2022-12-31 | $2.5M | 27k | 94.64 |
| 2022-09-30 | $2.5M | 29k | 89.45 |
| 2022-06-30 | $1.7M | 18k | 92.39 |
| 2022-03-31 | $3.9M | 37k | 107.87 |
| 2021-12-31 | $4.0M | 35k | 114.50 |
| 2021-09-30 | $3.5M | 32k | 109.18 |
| 2021-06-30 | $3.8M | 34k | 112.97 |
| 2021-03-31 | $5.0M | 47k | 108.52 |
| 2020-12-31 | $2.6M | 28k | 91.91 |
| 2020-09-30 | $2.9M | 41k | 70.23 |
| 2020-06-30 | $2.3M | 34k | 68.30 |
| 2020-03-31 | $415k | 7.4k | 56.10 |
| 2019-12-31 | $1.0M | 12k | 83.83 |
| 2019-09-30 | $1.2M | 15k | 77.86 |
| 2019-06-30 | $1.1M | 14k | 78.28 |
| 2019-03-31 | $1.1M | 14k | 77.12 |
| 2018-12-31 | $690k | 10k | 69.28 |
| 2018-09-30 | $603k | 6.9k | 87.18 |
| 2018-06-30 | $481k | 5.8k | 83.49 |
| 2018-03-31 | $415k | 5.4k | 77.05 |
| 2017-12-31 | $502k | 6.5k | 76.77 |
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