iShares S&P SmallCap 600 Index shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76k | 638 | 118.83 |
| 2025-06-30 | $70k | 638 | 109.29 |
| 2025-03-31 | $67k | 638 | 104.57 |
| 2024-12-31 | $74k | 638 | 115.22 |
| 2024-09-30 | $75k | 638 | 116.96 |
| 2024-06-30 | $137k | 1.3k | 106.66 |
| 2024-03-31 | $142k | 1.3k | 110.52 |
| 2023-12-31 | $139k | 1.3k | 108.25 |
| 2023-09-30 | $203k | 2.2k | 94.33 |
| 2023-06-30 | $354k | 3.5k | 99.65 |
| 2023-03-31 | $343k | 3.5k | 96.70 |
| 2022-12-31 | $338k | 3.6k | 94.64 |
| 2022-09-30 | $311k | 3.6k | 87.07 |
| 2022-06-30 | $330k | 3.6k | 92.39 |
| 2022-03-31 | $383k | 3.5k | 107.98 |
| 2021-12-31 | $415k | 3.6k | 114.58 |
| 2021-09-30 | $325k | 3.0k | 109.17 |
| 2021-06-30 | $336k | 3.0k | 112.87 |
| 2021-03-31 | $323k | 3.0k | 108.57 |
| 2020-12-31 | $273k | 3.0k | 91.76 |
| 2020-09-30 | $255k | 3.6k | 70.34 |
| 2020-06-30 | $263k | 3.8k | 68.40 |
| 2020-03-31 | $2.9M | 52k | 56.12 |
| 2019-12-31 | $4.8M | 57k | 83.86 |
| 2019-09-30 | $4.4M | 57k | 77.84 |
| 2019-06-30 | $4.4M | 57k | 78.29 |
| 2019-03-31 | $4.3M | 56k | 77.15 |
| 2018-12-31 | $3.6M | 51k | 69.32 |
| 2018-09-30 | $4.2M | 49k | 87.24 |
| 2018-06-30 | $3.9M | 47k | 83.46 |
| 2018-03-31 | $3.4M | 45k | 77.00 |
| 2017-12-31 | $3.3M | 43k | 76.81 |
| 2017-09-30 | $2.9M | 40k | 74.21 |
| 2017-06-30 | $2.2M | 32k | 70.12 |
| 2017-03-31 | $1.7M | 24k | 69.18 |
| 2016-12-31 | $1.1M | 7.7k | 137.53 |
| 2016-09-30 | $826k | 6.7k | 124.21 |
| 2016-06-30 | $773k | 6.7k | 116.24 |
| 2016-03-31 | $745k | 6.6k | 112.54 |
| 2015-12-31 | $751k | 682 | 1101.17 |
| 2015-09-30 | $737k | 6.9k | 106.50 |
| 2015-06-30 | $816k | 6.9k | 117.92 |
| 2015-03-31 | $876k | 7.4k | 118.06 |
| 2014-12-31 | $926k | 8.1k | 114.04 |
| 2014-09-30 | $847k | 8.1k | 104.31 |
| 2014-06-30 | $910k | 8.1k | 112.07 |
| 2014-03-31 | $894k | 8.1k | 110.10 |
| 2013-12-31 | $919k | 8.4k | 109.14 |
| 2013-09-30 | $1.0M | 10k | 99.81 |
| 2013-06-30 | $950k | 11k | 90.30 |
| 2013-03-31 | $951k | 11k | 87.09 |
| 2012-12-31 | $853k | 11k | 78.11 |
| 2012-09-30 | $1.0M | 13k | 77.07 |
| 2012-06-30 | $955k | 13k | 73.24 |
| 2012-03-31 | $995k | 13k | 76.30 |
| 2011-12-31 | $891k | 13k | 68.33 |
| 2011-03-31 | $1.0M | 14k | 73.53 |
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