iShares S&P SmallCap 600 Index shares owned by Lee, Danner & Bass
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lee, Danner & Bass
from 13F filings
Historical chart of Lee, Danner & Bass investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lee, Danner & Bass
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 36k | 118.83 |
| 2025-06-30 | $3.9M | 36k | 109.29 |
| 2025-03-31 | $3.8M | 36k | 104.57 |
| 2024-12-31 | $4.2M | 36k | 115.22 |
| 2024-09-30 | $4.0M | 34k | 116.96 |
| 2024-06-30 | $3.6M | 34k | 106.65 |
| 2023-12-31 | $3.6M | 34k | 108.24 |
| 2023-09-30 | $3.4M | 36k | 94.32 |
| 2023-06-30 | $3.6M | 36k | 99.64 |
| 2023-03-31 | $3.5M | 36k | 96.69 |
| 2022-12-31 | $3.4M | 36k | 94.64 |
| 2022-09-30 | $3.2M | 37k | 87.20 |
| 2022-06-30 | $3.4M | 37k | 92.41 |
| 2022-03-31 | $4.0M | 37k | 107.89 |
| 2021-12-31 | $4.3M | 38k | 114.51 |
| 2021-09-30 | $4.1M | 38k | 109.19 |
| 2021-06-30 | $4.3M | 38k | 112.99 |
| 2021-03-31 | $4.1M | 38k | 108.52 |
| 2020-12-31 | $3.5M | 38k | 91.90 |
| 2020-09-30 | $2.7M | 38k | 70.23 |
| 2020-06-30 | $2.7M | 39k | 68.29 |
| 2020-03-31 | $2.2M | 40k | 56.12 |
| 2019-12-31 | $3.3M | 40k | 83.84 |
| 2019-09-30 | $3.2M | 41k | 77.84 |
| 2019-06-30 | $3.4M | 43k | 78.27 |
| 2019-03-31 | $3.5M | 46k | 77.14 |
| 2018-12-31 | $3.2M | 47k | 69.33 |
| 2018-09-30 | $4.0M | 45k | 87.24 |
| 2018-06-30 | $3.8M | 45k | 83.45 |
| 2018-03-31 | $3.6M | 46k | 77.01 |
| 2017-12-31 | $3.7M | 48k | 76.81 |
| 2017-09-30 | $3.6M | 49k | 74.23 |
| 2017-06-30 | $3.4M | 49k | 70.11 |
| 2017-03-31 | $3.4M | 49k | 69.15 |
| 2016-12-31 | $3.1M | 23k | 137.54 |
| 2016-09-30 | $2.8M | 23k | 124.16 |
| 2016-06-30 | $2.7M | 23k | 116.20 |
| 2016-03-31 | $2.7M | 23k | 115.68 |
| 2015-12-31 | $2.9M | 27k | 110.11 |
| 2015-09-30 | $2.9M | 27k | 106.57 |
| 2015-06-30 | $3.2M | 27k | 117.86 |
| 2015-03-31 | $3.1M | 27k | 118.02 |
| 2014-12-31 | $3.0M | 26k | 114.07 |
| 2014-09-30 | $2.8M | 26k | 104.30 |
| 2014-06-30 | $3.3M | 30k | 112.09 |
| 2014-03-31 | $3.3M | 30k | 110.16 |
| 2013-12-31 | $3.2M | 29k | 109.14 |
| 2013-09-30 | $3.4M | 34k | 99.80 |
| 2013-06-30 | $3.1M | 34k | 90.32 |
| 2013-03-31 | $2.9M | 34k | 87.07 |
| 2012-09-30 | $3.0M | 39k | 77.06 |
| 2012-06-30 | $2.9M | 40k | 73.26 |
| 2012-03-31 | $3.1M | 41k | 76.31 |
| 2011-12-31 | $2.8M | 41k | 68.31 |
| 2011-09-30 | $2.4M | 41k | 58.55 |
| 2011-06-30 | $3.0M | 41k | 73.32 |
| 2011-03-31 | $3.1M | 42k | 73.55 |
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