iShares S&P SmallCap 600 Index shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Levy Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $550k | 5.1k | 108.25 |
| 2023-12-31 | $550k | 5.1k | 108.25 |
| 2023-09-30 | $483k | 5.1k | 94.32 |
| 2023-06-30 | $510k | 5.1k | 99.64 |
| 2023-03-31 | $494k | 5.1k | 96.69 |
| 2022-12-31 | $490k | 5.2k | 94.64 |
| 2022-09-30 | $462k | 5.3k | 87.25 |
| 2022-06-30 | $542k | 5.9k | 92.48 |
| 2022-03-31 | $636k | 5.9k | 107.85 |
| 2021-12-31 | $785k | 6.9k | 114.46 |
| 2021-09-30 | $751k | 6.9k | 109.13 |
| 2021-06-30 | $784k | 6.9k | 113.00 |
| 2021-03-31 | $742k | 6.8k | 108.48 |
| 2020-12-31 | $3.5M | 39k | 91.89 |
More positions owned by Levy Wealth Management Group
View all positions for Levy Wealth Management Group
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index