iShares S&P SmallCap 600 Index shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 17k | 110.52 |
| 2023-12-31 | $1.8M | 17k | 108.25 |
| 2023-09-30 | $1.6M | 17k | 94.33 |
| 2023-06-30 | $1.7M | 17k | 99.65 |
| 2023-03-31 | $1.7M | 17k | 96.70 |
| 2022-12-31 | $2.2M | 23k | 94.64 |
| 2022-09-30 | $2.0M | 23k | 87.19 |
| 2022-06-30 | $2.2M | 24k | 92.42 |
| 2022-03-31 | $2.5M | 24k | 107.86 |
| 2021-12-31 | $2.7M | 24k | 114.50 |
| 2021-09-30 | $2.6M | 24k | 109.18 |
| 2021-06-30 | $2.7M | 24k | 112.97 |
| 2021-03-31 | $2.6M | 24k | 108.54 |
| 2020-12-31 | $2.2M | 24k | 91.91 |
| 2020-09-30 | $1.7M | 24k | 70.25 |
| 2020-06-30 | $1.6M | 24k | 68.29 |
| 2020-03-31 | $1.3M | 24k | 56.12 |
| 2019-12-31 | $2.0M | 24k | 83.84 |
| 2019-09-30 | $1.9M | 24k | 77.83 |
| 2019-06-30 | $1.9M | 24k | 78.29 |
| 2019-03-31 | $1.8M | 24k | 77.16 |
| 2018-12-31 | $1.8M | 24k | 76.86 |
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