iShares S&P SmallCap 600 Index shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark 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 HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 84k | 118.90 |
| 2025-06-30 | $9.5M | 87k | 109.26 |
| 2025-03-31 | $8.9M | 85k | 104.57 |
| 2024-12-31 | $9.8M | 85k | 115.21 |
| 2024-09-30 | $9.9M | 85k | 116.96 |
| 2024-06-30 | $9.0M | 85k | 106.66 |
| 2024-03-31 | $9.1M | 82k | 109.85 |
| 2023-12-31 | $9.0M | 83k | 108.25 |
| 2023-09-30 | $7.8M | 82k | 94.31 |
| 2023-06-30 | $8.1M | 82k | 99.65 |
| 2023-03-31 | $7.7M | 79k | 96.71 |
| 2022-12-31 | $7.7M | 81k | 94.59 |
| 2022-09-30 | $7.2M | 83k | 87.03 |
| 2022-06-30 | $7.6M | 82k | 92.41 |
| 2022-03-31 | $9.0M | 84k | 107.90 |
| 2021-12-31 | $532k | 4.6k | 114.53 |
| 2021-09-30 | $512k | 4.7k | 109.24 |
| 2021-06-30 | $501k | 4.4k | 113.19 |
| 2021-03-31 | $504k | 4.6k | 108.60 |
| 2020-12-31 | $457k | 5.0k | 91.91 |
| 2020-09-30 | $364k | 5.2k | 70.19 |
| 2020-06-30 | $368k | 5.4k | 68.35 |
| 2020-03-31 | $12M | 212k | 55.99 |
| 2019-12-31 | $17M | 204k | 83.85 |
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