iShares S&P SmallCap 600 Index shares owned by EPG Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by EPG Wealth Management
from 13F filings
Historical chart of EPG 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 EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.9M | 47k | 104.01 |
| 2023-09-30 | $4.1M | 44k | 94.33 |
| 2023-06-30 | $4.3M | 43k | 99.65 |
| 2023-03-31 | $4.2M | 44k | 96.70 |
| 2022-12-31 | $4.1M | 43k | 94.64 |
| 2022-09-30 | $3.8M | 43k | 87.19 |
| 2022-06-30 | $3.7M | 40k | 92.42 |
| 2022-03-31 | $4.4M | 41k | 107.88 |
| 2021-12-31 | $4.4M | 38k | 114.46 |
| 2021-09-30 | $4.0M | 36k | 109.20 |
| 2021-06-30 | $4.1M | 36k | 112.97 |
| 2021-03-31 | $3.8M | 35k | 108.54 |
| 2020-12-31 | $506k | 5.5k | 91.85 |
| 2020-09-30 | $386k | 5.5k | 70.22 |
| 2020-06-30 | $447k | 6.5k | 68.27 |
| 2020-03-31 | $2.0M | 36k | 56.10 |
| 2019-12-31 | $2.4M | 29k | 83.86 |
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