iShares S&P SmallCap 600 Index shares owned by IHT Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT 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 IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.9M | 63k | 110.52 |
| 2023-12-31 | $6.5M | 60k | 108.25 |
| 2023-09-30 | $5.5M | 58k | 94.33 |
| 2023-06-30 | $5.9M | 59k | 99.65 |
| 2023-03-31 | $7.8M | 81k | 96.70 |
| 2022-12-31 | $6.6M | 70k | 94.64 |
| 2022-09-30 | $7.6M | 87k | 87.19 |
| 2022-06-30 | $4.2M | 46k | 92.41 |
| 2022-03-31 | $4.9M | 46k | 107.88 |
| 2021-12-31 | $6.5M | 57k | 114.50 |
| 2021-09-30 | $6.1M | 56k | 109.20 |
| 2021-06-30 | $6.8M | 60k | 112.98 |
| 2021-03-31 | $6.0M | 55k | 108.53 |
| 2020-12-31 | $5.2M | 56k | 91.90 |
| 2020-09-30 | $4.1M | 58k | 70.24 |
| 2020-06-30 | $4.4M | 64k | 68.29 |
| 2020-03-31 | $4.2M | 75k | 56.11 |
| 2019-12-31 | $7.2M | 86k | 83.85 |
| 2019-09-30 | $6.5M | 84k | 78.02 |
| 2019-06-30 | $6.6M | 84k | 78.17 |
| 2019-03-31 | $6.2M | 80k | 77.15 |
| 2018-12-31 | $5.8M | 84k | 69.32 |
| 2018-09-30 | $3.8M | 44k | 87.24 |
| 2018-06-30 | $1.7M | 21k | 83.46 |
| 2018-03-31 | $973k | 13k | 75.26 |
| 2017-12-31 | $672k | 8.6k | 78.02 |
| 2017-09-30 | $248k | 3.3k | 74.77 |
| 2017-06-30 | $243k | 2.2k | 108.92 |
| 2017-03-31 | $243k | 2.2k | 108.53 |
| 2016-12-31 | $17k | 122 | 139.34 |
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