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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Institute For Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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