iShares S&P SmallCap 600 Index shares owned by Lionsbridge Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lionsbridge Wealth Management
from 13F filings
Historical chart of Lionsbridge 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 Lionsbridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 12k | 116.96 |
| 2024-06-30 | $929k | 8.7k | 106.66 |
| 2024-03-31 | $2.8M | 25k | 110.52 |
| 2023-12-31 | $3.0M | 28k | 108.25 |
| 2023-09-30 | $2.2M | 24k | 94.33 |
| 2023-06-30 | $3.2M | 32k | 99.65 |
| 2023-03-31 | $2.2M | 23k | 96.70 |
| 2022-12-31 | $1.5M | 16k | 94.64 |
| 2022-03-31 | $2.4M | 22k | 107.89 |
| 2021-12-31 | $2.7M | 23k | 114.47 |
| 2021-09-30 | $2.6M | 24k | 109.16 |
| 2021-06-30 | $3.7M | 33k | 112.95 |
| 2021-03-31 | $3.6M | 33k | 108.51 |
| 2020-12-31 | $3.0M | 33k | 91.90 |
| 2020-09-30 | $1.4M | 20k | 70.18 |
| 2020-06-30 | $1.3M | 20k | 68.29 |
| 2019-12-31 | $8.0k | 102 | 78.43 |
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