iShares S&P SmallCap 600 Index shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $21M | 200k | 106.66 |
| 2024-03-31 | $16M | 140k | 110.52 |
| 2023-12-31 | $14M | 126k | 108.25 |
| 2023-09-30 | $12M | 126k | 94.33 |
| 2023-06-30 | $12M | 124k | 99.65 |
| 2023-03-31 | $12M | 121k | 96.70 |
| 2022-12-31 | $12M | 122k | 94.64 |
| 2022-09-30 | $11M | 120k | 87.19 |
| 2022-06-30 | $11M | 119k | 92.41 |
| 2022-03-31 | $13M | 119k | 107.88 |
| 2021-12-31 | $13M | 117k | 114.51 |
| 2021-09-30 | $12M | 114k | 109.19 |
| 2021-06-30 | $13M | 115k | 112.98 |
| 2021-03-31 | $16M | 147k | 108.53 |
| 2020-12-31 | $14M | 150k | 91.90 |
| 2020-09-30 | $11M | 151k | 70.23 |
| 2020-06-30 | $10M | 151k | 68.29 |
| 2020-03-31 | $8.4M | 150k | 56.11 |
| 2019-12-31 | $8.6M | 103k | 83.85 |
| 2019-09-30 | $6.4M | 82k | 77.84 |
| 2019-06-30 | $6.1M | 78k | 78.28 |
| 2019-03-31 | $5.6M | 72k | 77.16 |
| 2018-12-31 | $3.9M | 57k | 69.31 |
| 2018-09-30 | $4.5M | 52k | 87.25 |
| 2018-06-30 | $4.0M | 48k | 83.46 |
| 2018-03-31 | $3.4M | 45k | 77.02 |
| 2017-12-31 | $3.1M | 40k | 76.82 |
| 2017-09-30 | $2.2M | 30k | 74.24 |
| 2017-06-30 | $362k | 5.2k | 70.05 |
| 2017-03-31 | $357k | 5.2k | 69.08 |
| 2016-12-31 | $359k | 2.6k | 137.52 |
| 2016-09-30 | $322k | 2.6k | 123.33 |
| 2016-06-30 | $304k | 2.6k | 116.38 |
| 2016-03-31 | $309k | 2.7k | 112.94 |
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