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iShares S&P SmallCap 600 Index shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $693k 5.8k 118.85
2025-06-30 $255k 2.3k 109.29
2025-03-31 $940k 9.0k 104.57
2024-12-31 $1.0M 8.9k 115.22
2024-09-30 $586k 5.0k 116.95
2024-06-30 $202k 1.9k 106.64
2024-03-31 $178k 1.6k 110.50
2023-09-30 $118k 1.3k 94.40
2023-06-30 $114k 1.1k 99.39
2023-03-31 $750k 7.8k 96.72
2022-12-31 $990k 11k 94.60
2022-09-30 $115k 1.3k 87.79
2022-06-30 $137k 1.5k 92.38
2022-03-31 $168k 1.6k 108.18
2021-12-31 $105k 928 113.27
2021-09-30 $185k 1.7k 108.38
2019-09-30 $771k 9.9k 77.86