iShares S&P SmallCap 600 Index shares owned by KWB Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 9.7k | 106.66 |
| 2024-06-30 | $1.0M | 9.5k | 110.52 |
| 2024-03-31 | $1.1M | 9.9k | 110.52 |
| 2023-12-31 | $1.1M | 9.9k | 108.25 |
| 2023-09-30 | $1.0M | 10k | 99.65 |
| 2023-06-30 | $1.1M | 11k | 99.65 |
| 2023-03-31 | $1.5M | 16k | 94.64 |
| 2022-12-31 | $1.4M | 15k | 94.64 |
| 2022-09-30 | $1.4M | 17k | 87.22 |
| 2022-06-30 | $1.6M | 17k | 92.40 |
| 2022-03-31 | $2.3M | 21k | 114.52 |
| 2021-12-31 | $2.3M | 21k | 114.52 |
| 2021-09-30 | $2.3M | 21k | 109.18 |
| 2021-06-30 | $2.6M | 24k | 108.52 |
| 2021-03-31 | $2.6M | 24k | 108.53 |
| 2020-12-31 | $2.7M | 29k | 91.91 |
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