iShares S&P SmallCap 600 Index shares owned by Laidlaw Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Laidlaw Wealth Management
from 13F filings
Historical chart of Laidlaw Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Laidlaw Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $263k | 2.4k | 108.24 |
| 2023-09-30 | $219k | 2.3k | 94.32 |
| 2023-06-30 | $352k | 3.5k | 99.65 |
| 2023-03-31 | $317k | 3.3k | 96.71 |
| 2022-12-31 | $314k | 3.3k | 94.65 |
| 2022-09-30 | $288k | 3.3k | 87.17 |
| 2022-06-30 | $861k | 9.3k | 92.43 |
| 2022-03-31 | $1.8M | 17k | 107.90 |
| 2021-12-31 | $1.9M | 17k | 114.49 |
| 2020-12-31 | $271k | 3.0k | 91.77 |
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