iShares S&P SmallCap 600 Index shares owned by Lineweaver Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lineweaver Wealth Advisors
from 13F filings
Historical chart of Lineweaver Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lineweaver Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 20k | 110.60 |
| 2023-12-31 | $2.2M | 20k | 108.27 |
| 2023-09-30 | $2.4M | 25k | 94.33 |
| 2023-06-30 | $2.7M | 27k | 99.66 |
| 2023-03-31 | $2.8M | 29k | 96.73 |
| 2022-12-31 | $7.3M | 77k | 94.68 |
| 2022-09-30 | $6.8M | 78k | 87.21 |
| 2022-06-30 | $7.0M | 76k | 92.41 |
| 2022-03-31 | $8.4M | 78k | 107.87 |
| 2021-12-31 | $11M | 94k | 114.51 |
| 2021-09-30 | $10M | 93k | 109.18 |
| 2021-06-30 | $10M | 90k | 112.97 |
| 2021-03-31 | $9.6M | 88k | 108.52 |
| 2020-12-31 | $5.7M | 62k | 91.90 |
| 2020-09-30 | $7.0M | 99k | 70.27 |
| 2020-06-30 | $6.8M | 100k | 68.28 |
| 2020-03-31 | $1.6M | 28k | 55.98 |
| 2019-12-31 | $2.3M | 28k | 83.84 |
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