iShares S&P SmallCap 600 Index shares owned by Evergreen Capital Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Evergreen Capital Management
from 13F filings
Historical chart of Evergreen Capital Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Evergreen Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 171k | 118.83 |
| 2025-06-30 | $19M | 170k | 109.29 |
| 2025-03-31 | $12M | 113k | 104.57 |
| 2024-12-31 | $12M | 107k | 115.23 |
| 2024-09-30 | $12M | 106k | 116.96 |
| 2024-06-30 | $12M | 109k | 106.66 |
| 2024-03-31 | $12M | 109k | 110.52 |
| 2023-12-31 | $11M | 105k | 108.25 |
| 2023-09-30 | $7.2M | 76k | 94.78 |
| 2023-06-30 | $7.6M | 76k | 99.65 |
| 2023-03-31 | $6.9M | 72k | 96.70 |
| 2022-12-31 | $6.8M | 72k | 94.64 |
| 2022-09-30 | $6.7M | 77k | 87.19 |
| 2022-06-30 | $6.9M | 74k | 92.40 |
| 2022-03-31 | $9.3M | 86k | 107.89 |
| 2021-12-31 | $9.6M | 84k | 114.51 |
| 2021-09-30 | $8.5M | 78k | 109.19 |
| 2021-06-30 | $8.2M | 72k | 112.99 |
| 2021-03-31 | $7.8M | 72k | 108.53 |
| 2020-12-31 | $7.1M | 77k | 91.90 |
| 2020-09-30 | $5.3M | 75k | 70.23 |
| 2020-06-30 | $3.3M | 48k | 68.29 |
| 2020-03-31 | $889k | 16k | 56.14 |
| 2019-12-31 | $904k | 11k | 83.81 |
| 2019-09-30 | $840k | 11k | 77.89 |
| 2019-06-30 | $1.1M | 15k | 78.29 |
| 2019-03-31 | $1.1M | 14k | 77.19 |
| 2018-12-31 | $956k | 14k | 69.35 |
| 2018-09-30 | $1.2M | 13k | 87.21 |
| 2018-06-30 | $1.1M | 13k | 83.46 |
| 2018-03-31 | $1.1M | 14k | 77.02 |
| 2017-12-31 | $1.1M | 14k | 76.81 |
| 2017-09-30 | $1.0M | 14k | 74.18 |
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