iShares S&P SmallCap 600 Index shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For 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 Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 11k | 120.18 |
| 2025-09-30 | $1.1M | 9.3k | 118.82 |
| 2025-06-30 | $732k | 6.7k | 109.29 |
| 2025-03-31 | $290k | 2.8k | 104.58 |
| 2024-12-31 | $325k | 2.8k | 115.21 |
| 2024-09-30 | $327k | 2.8k | 116.96 |
| 2024-06-30 | $251k | 2.4k | 106.67 |
| 2024-03-31 | $221k | 2.0k | 110.51 |
| 2023-12-31 | $217k | 2.0k | 108.27 |
| 2023-06-30 | $209k | 2.1k | 99.65 |
| 2023-03-31 | $240k | 2.5k | 96.70 |
| 2022-12-31 | $255k | 2.7k | 94.64 |
| 2022-09-30 | $234k | 2.7k | 87.18 |
| 2022-06-30 | $282k | 3.0k | 92.55 |
| 2022-03-31 | $329k | 3.0k | 107.98 |
| 2021-12-31 | $349k | 3.0k | 114.54 |
| 2021-09-30 | $342k | 3.1k | 109.23 |
| 2021-06-30 | $359k | 3.2k | 112.86 |
| 2021-03-31 | $336k | 3.1k | 108.60 |
| 2019-12-31 | $93k | 1.1k | 83.94 |
| 2018-03-31 | $928k | 12k | 78.17 |
| 2017-12-31 | $1.4M | 18k | 76.82 |
| 2017-06-30 | $629k | 9.0k | 70.17 |
| 2015-12-31 | $270k | 2.4k | 110.25 |
| 2015-09-30 | $255k | 2.4k | 106.52 |
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