iShares S&P SmallCap 600 Index shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 99k | 116.96 |
| 2024-06-30 | $11M | 100k | 106.66 |
| 2024-03-31 | $13M | 113k | 110.52 |
| 2023-12-31 | $16M | 148k | 108.25 |
| 2023-09-30 | $13M | 135k | 94.33 |
| 2023-06-30 | $13M | 125k | 99.65 |
| 2023-03-31 | $12M | 122k | 96.70 |
| 2022-12-31 | $11M | 114k | 94.64 |
| 2022-09-30 | $7.3M | 83k | 87.20 |
| 2022-06-30 | $7.0M | 76k | 92.41 |
| 2022-03-31 | $8.3M | 77k | 107.88 |
| 2021-12-31 | $11M | 96k | 114.51 |
| 2021-09-30 | $11M | 98k | 109.19 |
| 2021-06-30 | $10M | 92k | 112.98 |
| 2021-03-31 | $9.9M | 91k | 108.53 |
| 2020-12-31 | $8.2M | 90k | 91.76 |
| 2020-09-30 | $6.0M | 85k | 70.96 |
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