iShares S&P SmallCap 600 Index shares owned by Lee Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.6M | 43k | 106.66 |
| 2024-03-31 | $4.7M | 42k | 110.52 |
| 2023-12-31 | $13M | 124k | 108.25 |
| 2023-09-30 | $23M | 242k | 94.59 |
| 2023-06-30 | $24M | 236k | 99.65 |
| 2023-03-31 | $21M | 213k | 96.70 |
| 2022-12-31 | $19M | 198k | 94.64 |
| 2022-09-30 | $16M | 181k | 87.19 |
| 2022-06-30 | $16M | 167k | 92.41 |
| 2022-03-31 | $6.4M | 59k | 107.88 |
| 2021-12-31 | $159k | 1.4k | 114.80 |
| 2021-09-30 | $151k | 1.4k | 109.03 |
| 2021-06-30 | $143k | 1.3k | 113.13 |
| 2021-03-31 | $1.8M | 17k | 108.56 |
| 2020-12-31 | $2.2M | 23k | 91.91 |
| 2020-09-30 | $2.4M | 34k | 70.24 |
| 2020-06-30 | $4.5M | 66k | 68.29 |
| 2020-03-31 | $12M | 212k | 56.11 |
| 2019-12-31 | $18M | 217k | 83.85 |
| 2019-09-30 | $18M | 235k | 77.84 |
| 2019-06-30 | $21M | 268k | 78.28 |
| 2019-03-31 | $21M | 270k | 77.15 |
| 2018-12-31 | $19M | 276k | 69.32 |
| 2018-09-30 | $27M | 314k | 87.24 |
| 2018-06-30 | $26M | 312k | 83.46 |
| 2018-03-31 | $23M | 297k | 77.01 |
| 2017-12-31 | $19M | 252k | 76.81 |
| 2017-09-30 | $18M | 236k | 74.22 |
| 2017-06-30 | $16M | 230k | 70.11 |
| 2017-03-31 | $15M | 216k | 69.16 |
| 2016-12-31 | $9.1M | 66k | 137.52 |
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