Fairhaven Wealth Management »

iShares S&P SmallCap 600 Index shares owned by Fairhaven Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Fairhaven Wealth Management from 13F filings

Historical chart of Fairhaven Wealth Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Fairhaven Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Fairhaven Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 131k 116.96
2024-06-30 $14M 133k 106.66
2024-03-31 $15M 131k 110.52
2023-12-31 $16M 149k 108.25
2023-09-30 $19M 203k 94.33
2023-06-30 $20M 205k 99.65
2022-12-31 $18M 192k 94.64
2022-09-30 $17M 191k 87.19
2022-06-30 $18M 192k 92.41
2022-03-31 $20M 188k 107.88
2021-12-31 $21M 182k 114.51
2021-09-30 $19M 178k 109.19
2021-06-30 $20M 176k 112.98
2021-03-31 $20M 180k 108.53
2020-12-31 $17M 185k 91.90
2020-09-30 $13M 180k 70.23
2020-06-30 $12M 180k 68.29
2020-03-31 $9.2M 164k 56.11
2019-12-31 $12M 139k 83.85
2019-09-30 $11M 136k 77.84
2019-06-30 $10M 132k 78.28
2019-03-31 $9.5M 124k 77.15
2018-12-31 $7.9M 114k 69.32