iShares S&P SmallCap 600 Index shares owned by GenWealth Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by GenWealth Group
from 13F filings
Historical chart of GenWealth Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by GenWealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $214k | 1.7k | 124.71 |
| 2025-09-30 | $203k | 1.7k | 118.86 |
| 2024-12-31 | $204k | 1.8k | 115.23 |
| 2023-09-30 | $213k | 2.3k | 94.32 |
| 2023-06-30 | $225k | 2.3k | 99.64 |
| 2023-03-31 | $218k | 2.3k | 96.71 |
| 2022-12-31 | $217k | 2.3k | 94.63 |
| 2022-06-30 | $223k | 2.4k | 92.42 |
| 2022-03-31 | $282k | 2.6k | 107.84 |
| 2021-12-31 | $365k | 3.2k | 114.31 |
| 2021-09-30 | $347k | 3.2k | 109.05 |
| 2021-06-30 | $372k | 3.3k | 112.80 |
| 2021-03-31 | $581k | 5.4k | 108.50 |
| 2020-12-31 | $675k | 7.3k | 91.85 |
| 2020-09-30 | $700k | 9.4k | 74.58 |
| 2020-06-30 | $672k | 10k | 67.27 |
| 2020-03-31 | $619k | 11k | 56.03 |
| 2019-12-31 | $940k | 11k | 83.80 |
| 2019-09-30 | $870k | 11k | 77.79 |
| 2019-06-30 | $886k | 11k | 77.91 |
| 2019-03-31 | $887k | 11k | 78.05 |
| 2018-12-31 | $795k | 12k | 69.31 |
| 2018-09-30 | $978k | 12k | 84.98 |
| 2018-06-30 | $1.0M | 12k | 84.46 |
| 2018-03-31 | $1.0M | 13k | 76.99 |
| 2017-12-31 | $1.1M | 13k | 80.24 |
| 2017-09-30 | $1.1M | 15k | 74.21 |
| 2017-06-30 | $1.4M | 20k | 70.10 |
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