iShares S&P SmallCap 600 Index shares owned by Engrave Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Engrave Wealth Partners
from 13F filings
Historical chart of Engrave Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Engrave Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 19k | 108.25 |
| 2023-09-30 | $1.5M | 16k | 94.33 |
| 2023-06-30 | $1.4M | 14k | 99.65 |
| 2023-03-31 | $1.3M | 14k | 92.57 |
| 2022-12-31 | $630k | 6.3k | 99.46 |
| 2022-09-30 | $436k | 5.0k | 87.11 |
| 2022-06-30 | $455k | 4.9k | 92.35 |
| 2022-03-31 | $409k | 3.8k | 107.86 |
| 2020-03-31 | $0 | 10 | 0.00 |
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