iShares S&P SmallCap 600 Index shares owned by Elevatus Welath Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Elevatus Welath Management
from 13F filings
Historical chart of Elevatus Welath Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Elevatus Welath Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 3.1k | 118.81 |
| 2025-06-30 | $232k | 2.1k | 109.30 |
| 2025-03-31 | $355k | 3.4k | 104.56 |
| 2024-12-31 | $391k | 3.4k | 115.23 |
| 2024-09-30 | $416k | 3.6k | 116.96 |
| 2024-06-30 | $757k | 7.1k | 106.66 |
| 2024-03-31 | $784k | 7.1k | 110.53 |
| 2023-12-31 | $367k | 3.4k | 108.25 |
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