iShares S&P SmallCap 600 Index shares owned by Kowal Investment Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Kowal Investment Group
from 13F filings
Historical chart of Kowal Investment Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Kowal Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 22k | 110.52 |
| 2023-12-31 | $2.4M | 22k | 108.25 |
| 2023-09-30 | $2.4M | 26k | 94.33 |
| 2023-06-30 | $2.7M | 28k | 99.65 |
| 2023-03-31 | $4.4M | 46k | 96.70 |
| 2022-12-31 | $12M | 121k | 94.64 |
| 2022-09-30 | $24M | 269k | 87.19 |
| 2022-06-30 | $27M | 286k | 92.41 |
| 2022-03-31 | $31M | 283k | 107.88 |
| 2021-12-31 | $31M | 273k | 114.51 |
| 2021-09-30 | $26M | 239k | 109.19 |
| 2021-06-30 | $23M | 200k | 112.98 |
| 2021-03-31 | $17M | 159k | 108.53 |
| 2020-12-31 | $16M | 159k | 99.86 |
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