iShares S&P SmallCap 600 Index shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $317k | 2.2k | 144.84 |
| 2024-12-31 | $227k | 1.9k | 116.87 |
| 2024-09-30 | $225k | 1.9k | 116.20 |
| 2024-06-30 | $239k | 2.1k | 116.27 |
| 2024-03-31 | $302k | 2.8k | 109.56 |
| 2023-12-31 | $304k | 2.9k | 106.08 |
| 2023-09-30 | $268k | 2.9k | 91.52 |
| 2023-06-30 | $317k | 3.1k | 103.97 |
| 2023-03-31 | $295k | 3.1k | 96.70 |
| 2022-12-31 | $307k | 3.2k | 94.65 |
| 2022-09-30 | $312k | 3.6k | 87.25 |
| 2022-06-30 | $350k | 3.8k | 92.40 |
| 2022-03-31 | $867k | 8.0k | 107.89 |
| 2021-12-31 | $4.8M | 44k | 108.15 |
| 2021-09-30 | $4.8M | 44k | 109.18 |
| 2021-06-30 | $4.9M | 43k | 112.98 |
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