iShares S&P SmallCap 600 Index shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $640k | 5.4k | 118.84 |
| 2025-06-30 | $587k | 5.4k | 109.30 |
| 2025-03-31 | $563k | 5.4k | 104.56 |
| 2024-12-31 | $677k | 5.9k | 115.22 |
| 2024-09-30 | $685k | 5.9k | 116.97 |
| 2024-06-30 | $622k | 244k | 2.55 |
| 2024-03-31 | $387k | 3.5k | 110.48 |
| 2023-12-31 | $389k | 3.6k | 108.39 |
| 2023-09-30 | $561k | 5.9k | 94.37 |
| 2023-06-30 | $545k | 5.5k | 99.65 |
| 2023-03-31 | $681k | 6.9k | 98.18 |
| 2022-09-30 | $1.7M | 19k | 87.14 |
| 2022-03-31 | $2.8M | 26k | 107.81 |
| 2021-12-31 | $3.3M | 29k | 113.87 |
| 2021-09-30 | $3.0M | 28k | 109.19 |
| 2021-06-30 | $3.0M | 26k | 112.93 |
| 2021-03-31 | $2.4M | 25k | 99.27 |
| 2020-12-31 | $2.4M | 25k | 99.27 |
| 2020-09-30 | $3.0M | 42k | 70.23 |
| 2020-06-30 | $2.4M | 35k | 68.30 |
| 2020-03-31 | $40k | 713 | 56.10 |
| 2019-12-31 | $124k | 1.5k | 83.73 |
| 2019-09-30 | $240k | 3.1k | 77.62 |
| 2019-06-30 | $178k | 2.3k | 78.21 |
| 2019-03-31 | $296k | 3.8k | 77.10 |
| 2018-12-31 | $223k | 3.2k | 69.21 |
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