iShares S&P SmallCap 600 Index shares owned by Essex Private Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Essex Private Wealth Management
from 13F filings
Historical chart of Essex Private 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 Essex Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 23k | 110.52 |
| 2023-12-31 | $2.5M | 23k | 108.25 |
| 2023-09-30 | $2.1M | 23k | 94.33 |
| 2023-06-30 | $2.3M | 23k | 99.65 |
| 2023-03-31 | $2.2M | 23k | 96.70 |
| 2022-12-31 | $2.3M | 24k | 94.64 |
| 2022-09-30 | $2.1M | 24k | 87.20 |
| 2022-06-30 | $2.3M | 25k | 92.41 |
| 2022-03-31 | $2.8M | 26k | 107.87 |
| 2021-12-31 | $2.9M | 25k | 114.50 |
| 2021-09-30 | $2.6M | 24k | 109.20 |
| 2021-06-30 | $2.8M | 24k | 112.99 |
| 2021-03-31 | $2.7M | 25k | 108.52 |
| 2020-12-31 | $2.5M | 27k | 91.89 |
| 2020-09-30 | $2.4M | 34k | 70.20 |
| 2020-06-30 | $2.3M | 34k | 68.28 |
| 2020-03-31 | $1.9M | 33k | 56.08 |
| 2019-12-31 | $5.4M | 64k | 83.84 |
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