iShares S&P SmallCap 600 Index shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Dynasty Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $54M | 506k | 106.66 |
2024-03-31 | $53M | 480k | 110.52 |
2018-09-30 | $2.0M | 23k | 87.24 |
2018-06-30 | $1.8M | 21k | 83.44 |
2018-03-31 | $1.3M | 16k | 77.00 |
2017-12-31 | $1.5M | 19k | 76.83 |
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