iShares S&P SmallCap 600 Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.5M | 60k | 108.25 |
| 2023-09-30 | $4.8M | 51k | 94.33 |
| 2023-06-30 | $3.9M | 39k | 99.65 |
| 2023-03-31 | $1.1M | 11k | 96.70 |
| 2022-12-31 | $956k | 10k | 94.64 |
| 2022-09-30 | $1.0M | 12k | 87.21 |
| 2022-06-30 | $1.1M | 12k | 92.40 |
| 2022-03-31 | $1.1M | 9.9k | 107.89 |
| 2021-12-31 | $1.4M | 12k | 114.51 |
| 2021-09-30 | $1.3M | 12k | 109.23 |
| 2021-06-30 | $991k | 8.8k | 113.01 |
| 2021-03-31 | $609k | 5.6k | 108.54 |
| 2020-12-31 | $595k | 6.5k | 91.95 |
| 2020-09-30 | $377k | 5.4k | 70.22 |
| 2020-06-30 | $357k | 5.2k | 68.29 |
| 2020-03-31 | $615k | 11k | 56.11 |
| 2019-12-31 | $1.1M | 13k | 83.82 |
| 2019-09-30 | $813k | 10k | 77.84 |
| 2019-06-30 | $683k | 8.7k | 78.24 |
| 2019-03-31 | $410k | 5.3k | 77.15 |
| 2018-12-31 | $376k | 5.4k | 69.27 |
| 2018-09-30 | $548k | 6.3k | 87.25 |
| 2018-06-30 | $436k | 5.2k | 83.43 |
| 2018-03-31 | $398k | 1.8k | 219.40 |
| 2017-12-31 | $401k | 5.2k | 76.89 |
| 2017-09-30 | $307k | 4.1k | 74.10 |
| 2017-06-30 | $290k | 4.1k | 70.00 |
| 2017-03-31 | $287k | 4.1k | 69.27 |
| 2016-12-31 | $444k | 3.2k | 137.46 |
| 2016-09-30 | $346k | 2.8k | 124.10 |
| 2016-06-30 | $312k | 2.7k | 116.07 |
| 2015-12-31 | $282k | 2.6k | 110.29 |
| 2015-09-30 | $274k | 2.6k | 106.41 |
| 2015-06-30 | $301k | 2.6k | 117.72 |
| 2015-03-31 | $302k | 2.6k | 118.11 |
| 2014-12-31 | $292k | 2.6k | 114.20 |
| 2014-09-30 | $267k | 2.6k | 104.42 |
| 2014-06-30 | $283k | 2.5k | 112.21 |
| 2014-03-31 | $290k | 2.6k | 109.97 |
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