iShares S&P SmallCap 600 Index shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $18M | 163k | 110.52 |
| 2023-12-31 | $18M | 163k | 108.25 |
| 2023-09-30 | $9.5M | 101k | 94.33 |
| 2023-06-30 | $5.3M | 53k | 99.65 |
| 2023-03-31 | $4.7M | 48k | 96.70 |
| 2022-12-31 | $4.7M | 50k | 94.64 |
| 2022-09-30 | $3.9M | 40k | 97.92 |
| 2022-06-30 | $4.2M | 45k | 92.40 |
| 2022-03-31 | $5.7M | 52k | 107.88 |
| 2021-12-31 | $14M | 119k | 114.52 |
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