iShares S&P SmallCap 600 Index shares owned by Family Management Corporation
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Family Management Corporation
from 13F filings
Historical chart of Family Management Corporation investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Family Management Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $598k | 5.4k | 110.52 |
| 2023-12-31 | $586k | 5.4k | 108.25 |
| 2023-09-30 | $9.8M | 104k | 94.33 |
| 2023-06-30 | $13M | 129k | 99.65 |
| 2023-03-31 | $12M | 122k | 96.70 |
| 2022-12-31 | $11M | 113k | 94.64 |
| 2022-09-30 | $1.2M | 14k | 87.19 |
| 2022-06-30 | $1.3M | 14k | 92.39 |
| 2022-03-31 | $1.7M | 16k | 107.91 |
| 2021-12-31 | $1.8M | 16k | 114.50 |
| 2021-09-30 | $1.8M | 17k | 109.17 |
| 2021-06-30 | $2.2M | 20k | 112.97 |
| 2021-03-31 | $2.3M | 21k | 108.54 |
| 2020-12-31 | $4.9M | 53k | 91.89 |
| 2020-09-30 | $2.6M | 37k | 70.22 |
| 2020-06-30 | $2.5M | 36k | 68.28 |
| 2020-03-31 | $2.3M | 41k | 56.12 |
| 2019-12-31 | $3.4M | 41k | 83.85 |
| 2019-09-30 | $2.9M | 37k | 77.83 |
| 2019-06-30 | $1.6M | 21k | 78.27 |
| 2019-03-31 | $1.3M | 17k | 77.17 |
| 2018-12-31 | $946k | 14k | 69.32 |
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