iShares S&P SmallCap 600 Index shares owned by JGP Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP 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 JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $547k | 4.6k | 119.54 |
| 2025-06-30 | $500k | 4.6k | 109.29 |
| 2025-03-31 | $461k | 4.4k | 104.58 |
| 2024-12-31 | $607k | 5.3k | 115.23 |
| 2024-09-30 | $424k | 3.6k | 116.97 |
| 2024-06-30 | $315k | 3.0k | 106.67 |
| 2024-03-31 | $367k | 3.3k | 110.53 |
| 2023-12-31 | $333k | 3.1k | 108.23 |
| 2023-09-30 | $222k | 2.4k | 94.35 |
| 2023-06-30 | $215k | 2.2k | 99.67 |
| 2023-03-31 | $241k | 2.5k | 96.70 |
| 2022-12-31 | $201k | 2.1k | 94.64 |
| 2022-09-30 | $202k | 2.3k | 89.26 |
| 2022-06-30 | $209k | 2.3k | 92.48 |
| 2022-03-31 | $236k | 2.3k | 104.42 |
| 2021-12-31 | $298k | 2.6k | 113.83 |
| 2021-09-30 | $213k | 2.0k | 109.01 |
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