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
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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 |
|---|---|---|---|
| 2025-09-30 | $78M | 658k | 118.83 |
| 2025-06-30 | $68M | 625k | 109.29 |
| 2025-03-31 | $68M | 650k | 104.57 |
| 2024-12-31 | $83M | 721k | 115.22 |
| 2024-09-30 | $76M | 1.4M | 52.66 |
| 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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