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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by HighMark Wealth Management 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 HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
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