iShares S&P SmallCap 600 Index shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by Evensky & Katz consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $141k | 1.2k | 116.92 |
2024-06-30 | $128k | 1.2k | 106.49 |
2024-03-31 | $170k | 1.5k | 110.75 |
2023-12-31 | $140k | 1.3k | 108.53 |
2023-09-30 | $105k | 1.1k | 94.51 |
2023-06-30 | $111k | 1.1k | 99.91 |
2023-03-31 | $107k | 1.1k | 96.57 |
2022-12-31 | $111k | 1.2k | 94.79 |
2022-09-30 | $109k | 1.3k | 87.06 |
2022-06-30 | $116k | 1.3k | 92.65 |
2022-03-31 | $135k | 1.3k | 107.91 |
2021-12-31 | $75k | 658 | 113.98 |
2021-09-30 | $72k | 655 | 109.92 |
2021-06-30 | $74k | 659 | 112.29 |
2021-03-31 | $28k | 258 | 108.53 |
2020-12-31 | $32k | 343 | 93.29 |
2020-09-30 | $24k | 342 | 70.18 |
2020-06-30 | $23k | 341 | 67.45 |
2020-03-31 | $21k | 373 | 56.30 |
2019-12-31 | $28k | 338 | 82.84 |
2019-09-30 | $27k | 348 | 77.59 |
2019-06-30 | $29k | 373 | 77.75 |
2019-03-31 | $28k | 372 | 75.27 |
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