iShares S&P SmallCap 600 Index shares owned by Independent Wealth Network
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Independent Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $405k | 3.4k | 118.82 |
| 2025-06-30 | $368k | 3.4k | 109.30 |
| 2025-03-31 | $355k | 3.4k | 104.56 |
| 2024-12-31 | $396k | 3.4k | 115.23 |
| 2024-09-30 | $413k | 3.5k | 116.95 |
| 2024-06-30 | $387k | 3.6k | 106.66 |
| 2024-03-31 | $398k | 3.6k | 110.51 |
| 2023-12-31 | $388k | 3.6k | 108.26 |
| 2023-09-30 | $334k | 3.5k | 94.33 |
| 2023-06-30 | $368k | 3.7k | 99.65 |
| 2023-03-31 | $378k | 3.9k | 96.70 |
| 2022-12-31 | $383k | 4.1k | 94.65 |
| 2022-09-30 | $355k | 4.1k | 87.22 |
| 2022-06-30 | $384k | 4.2k | 92.51 |
| 2022-03-31 | $460k | 4.3k | 107.83 |
| 2021-12-31 | $461k | 4.0k | 114.39 |
| 2021-09-30 | $462k | 3.9k | 118.01 |
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