iShares S&P SmallCap 600 Index shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $594k | 5.0k | 118.82 |
| 2025-06-30 | $566k | 5.2k | 109.30 |
| 2025-03-31 | $557k | 5.3k | 104.57 |
| 2024-12-31 | $608k | 5.3k | 115.21 |
| 2024-09-30 | $616k | 5.3k | 116.95 |
| 2024-06-30 | $508k | 4.8k | 106.66 |
| 2024-03-31 | $524k | 4.7k | 110.51 |
| 2023-12-31 | $515k | 4.8k | 108.25 |
| 2023-09-30 | $454k | 4.8k | 94.32 |
| 2023-06-30 | $480k | 4.8k | 99.64 |
| 2023-03-31 | $473k | 4.9k | 96.71 |
| 2022-12-31 | $456k | 4.8k | 94.55 |
| 2022-09-30 | $419k | 4.8k | 87.29 |
| 2022-06-30 | $428k | 4.6k | 92.48 |
| 2022-03-31 | $405k | 3.8k | 107.88 |
| 2021-12-31 | $378k | 3.3k | 114.41 |
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