iShares S&P SmallCap 600 Index shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $129k | 1.4k | 94.36 |
| 2023-06-30 | $332k | 3.3k | 99.66 |
| 2023-03-31 | $1.4M | 14k | 96.70 |
| 2022-06-30 | $2.0M | 21k | 92.40 |
| 2022-03-31 | $8.9M | 82k | 107.89 |
| 2021-12-31 | $12M | 105k | 114.50 |
| 2021-09-30 | $11M | 99k | 109.19 |
| 2021-06-30 | $10M | 90k | 112.98 |
| 2021-03-31 | $8.5M | 78k | 108.54 |
| 2020-12-31 | $4.2M | 46k | 91.91 |
| 2020-09-30 | $6.4M | 91k | 70.23 |
| 2020-06-30 | $5.8M | 85k | 68.29 |
| 2019-09-30 | $1.4M | 18k | 77.85 |
| 2019-06-30 | $1.4M | 18k | 78.26 |
| 2019-03-31 | $2.3M | 30k | 77.16 |
| 2018-12-31 | $1.7M | 25k | 69.32 |
| 2018-09-30 | $1.6M | 18k | 87.25 |
| 2018-06-30 | $1.4M | 17k | 83.43 |
| 2018-03-31 | $1.3M | 17k | 76.99 |
| 2017-12-31 | $556k | 7.2k | 76.86 |
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