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iShares S&P SmallCap 600 Index shares owned by Keebeck Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Keebeck Wealth Management from 13F filings

Historical chart of Keebeck 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 Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.9M 73k 108.25
2023-09-30 $6.9M 73k 94.79
2023-06-30 $6.7M 68k 99.65
2023-03-31 $6.8M 70k 96.70
2022-12-31 $4.5M 47k 94.64
2022-09-30 $4.0M 46k 87.20
2022-06-30 $3.2M 34k 92.40
2022-03-31 $2.5M 23k 107.86
2021-12-31 $2.9M 26k 114.52
2021-09-30 $2.8M 25k 109.20
2021-06-30 $3.5M 31k 112.97
2021-03-31 $2.6M 24k 108.49
2020-12-31 $1.4M 15k 91.93
2020-09-30 $703k 10k 70.16
2020-06-30 $752k 11k 68.24
2019-12-31 $1.0k 20 50.00