iShares S&P SmallCap 600 Index shares owned by Executive Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Executive Wealth Management
from 13F filings
Historical chart of Executive 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 Executive Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21M | 191k | 108.25 |
| 2023-09-30 | $17M | 183k | 94.33 |
| 2023-06-30 | $18M | 177k | 99.65 |
| 2023-03-31 | $17M | 171k | 96.70 |
| 2022-12-31 | $17M | 181k | 94.64 |
| 2022-09-30 | $20M | 20k | 1000.00 |
| 2022-06-30 | $11M | 122k | 92.40 |
| 2022-03-31 | $16M | 152k | 107.88 |
| 2021-12-31 | $18M | 156k | 114.51 |
| 2021-09-30 | $17M | 152k | 109.19 |
| 2021-06-30 | $17M | 147k | 112.98 |
| 2021-03-31 | $17M | 153k | 108.53 |
| 2020-12-31 | $19M | 209k | 91.90 |
| 2020-09-30 | $15M | 218k | 70.23 |
| 2020-06-30 | $14M | 203k | 68.29 |
| 2020-03-31 | $652k | 12k | 56.11 |
| 2019-12-31 | $34M | 400k | 83.85 |
| 2019-09-30 | $2.1M | 27k | 77.84 |
| 2019-06-30 | $2.4M | 30k | 78.28 |
| 2019-03-31 | $13M | 170k | 77.15 |
| 2018-12-31 | $11M | 157k | 69.32 |
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