iShares S&P SmallCap 600 Index shares owned by Grand Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Grand Wealth Management
from 13F filings
Historical chart of Grand 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 Grand Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $28k | 262 | 108.55 |
| 2023-09-30 | $25k | 263 | 94.23 |
| 2023-06-30 | $26k | 263 | 99.55 |
| 2023-03-31 | $25k | 263 | 96.60 |
| 2022-12-31 | $25k | 263 | 94.54 |
| 2022-09-30 | $23k | 263 | 87.45 |
| 2022-06-30 | $24k | 263 | 91.25 |
| 2022-03-31 | $28k | 263 | 106.46 |
| 2021-12-31 | $30k | 263 | 114.07 |
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