iShares S&P SmallCap 600 Index shares owned by Family Wealth Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Family Wealth Group
from 13F filings
Historical chart of Family Wealth Group 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 Family Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Family Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $503k | 4.2k | 118.82 |
| 2025-06-30 | $505k | 4.6k | 109.30 |
| 2024-12-31 | $691k | 6.0k | 115.23 |
| 2024-09-30 | $778k | 6.6k | 116.96 |
| 2024-06-30 | $627k | 5.9k | 106.66 |
| 2024-03-31 | $626k | 5.7k | 110.51 |
| 2023-12-31 | $632k | 5.8k | 108.25 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index