iShares S&P SmallCap 600 Index shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 25k | 118.83 |
| 2025-06-30 | $2.8M | 26k | 109.29 |
| 2025-03-31 | $5.9M | 56k | 104.57 |
| 2024-12-31 | $3.2M | 28k | 115.22 |
| 2022-03-31 | $2.9M | 26k | 108.52 |
| 2021-12-31 | $3.7M | 32k | 114.51 |
| 2021-09-30 | $3.0M | 27k | 109.18 |
| 2021-06-30 | $3.1M | 28k | 112.97 |
| 2021-03-31 | $2.9M | 26k | 108.52 |
| 2020-12-31 | $2.5M | 27k | 91.91 |
| 2020-09-30 | $2.9M | 41k | 70.23 |
| 2020-06-30 | $1.5M | 22k | 68.28 |
| 2020-03-31 | $2.2M | 40k | 56.11 |
| 2019-09-30 | $2.8M | 36k | 77.84 |
| 2019-06-30 | $2.8M | 36k | 78.28 |
| 2019-03-31 | $2.9M | 38k | 77.16 |
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