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iShares S&P SmallCap 600 Index shares owned by Highline Wealth Partners

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

Historical chart of Highline Wealth Partners 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 Highline Wealth Partners 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $84k 695 120.18
2025-09-30 $65k 547 118.75
2025-06-30 $60k 547 109.20
2025-03-31 $2.1k 20 107.10
2024-12-31 $2.4k 20 117.65
2024-09-30 $2.4k 20 118.25
2024-06-30 $2.1k 20 107.35
2024-03-31 $15k 137 110.85
2023-12-31 $70k 644 108.25
2023-09-30 $53k 563 94.33
2023-06-30 $28k 280 99.65
2023-03-31 $27k 280 96.70
2022-12-31 $27k 280 94.64
2022-09-30 $24k 280 87.19