iShares S&P SmallCap 600 Index shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions 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 Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 47k | 118.83 |
| 2025-06-30 | $5.2M | 48k | 109.21 |
| 2025-03-31 | $4.9M | 47k | 104.54 |
| 2024-12-31 | $5.2M | 45k | 115.22 |
| 2024-09-30 | $6.2M | 53k | 116.96 |
| 2024-06-30 | $5.0M | 47k | 106.66 |
| 2024-03-31 | $5.1M | 47k | 110.52 |
| 2023-12-31 | $5.0M | 46k | 108.25 |
| 2023-09-30 | $4.4M | 47k | 94.33 |
| 2023-06-30 | $4.6M | 47k | 99.65 |
| 2023-03-31 | $4.6M | 48k | 96.70 |
| 2022-12-31 | $4.8M | 51k | 94.64 |
| 2022-09-30 | $4.0M | 46k | 87.19 |
| 2022-06-30 | $4.4M | 47k | 92.41 |
| 2022-03-31 | $8.2M | 76k | 107.88 |
| 2021-12-31 | $8.7M | 76k | 114.51 |
| 2021-09-30 | $8.6M | 79k | 109.19 |
| 2021-06-30 | $9.9M | 87k | 112.98 |
| 2021-03-31 | $9.8M | 91k | 108.53 |
| 2020-12-31 | $8.6M | 93k | 91.90 |
| 2020-09-30 | $6.3M | 90k | 70.23 |
| 2020-06-30 | $6.3M | 92k | 68.29 |
| 2020-03-31 | $5.3M | 94k | 56.11 |
| 2019-12-31 | $6.8M | 81k | 83.85 |
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