iShares S&P SmallCap 600 Index shares owned by Defined Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 11k | 116.96 |
| 2024-06-30 | $1.2M | 11k | 106.66 |
| 2024-03-31 | $1.8M | 16k | 110.52 |
| 2023-12-31 | $1.7M | 16k | 108.25 |
| 2023-09-30 | $1.4M | 14k | 94.33 |
| 2023-06-30 | $1.5M | 15k | 99.65 |
| 2023-03-31 | $2.8M | 29k | 96.70 |
| 2022-12-31 | $2.2M | 23k | 94.64 |
| 2022-09-30 | $2.5M | 29k | 87.19 |
| 2022-06-30 | $3.3M | 36k | 92.42 |
| 2022-03-31 | $4.1M | 38k | 107.87 |
| 2021-12-31 | $3.2M | 28k | 114.50 |
| 2021-09-30 | $2.9M | 27k | 109.21 |
| 2021-06-30 | $4.2M | 37k | 112.99 |
| 2021-03-31 | $3.7M | 34k | 108.53 |
| 2020-12-31 | $1.8M | 19k | 91.90 |
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