iShares S&P SmallCap 600 Index shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB 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 HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 102k | 108.25 |
| 2023-09-30 | $9.9M | 105k | 94.33 |
| 2023-06-30 | $11M | 111k | 99.65 |
| 2023-03-31 | $9.5M | 99k | 96.70 |
| 2022-12-31 | $8.8M | 93k | 94.64 |
| 2022-09-30 | $7.6M | 87k | 87.18 |
| 2022-06-30 | $4.3M | 47k | 92.40 |
| 2022-03-31 | $10M | 96k | 107.88 |
| 2021-12-31 | $5.8M | 51k | 114.52 |
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