iShares S&P SmallCap 600 Index shares owned by Lvm Capital Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lvm Capital Management
from 13F filings
Historical chart of Lvm Capital Management 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 Lvm Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Lvm Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $864k | 7.3k | 118.76 |
| 2025-06-30 | $734k | 6.7k | 109.28 |
| 2025-03-31 | $706k | 6.8k | 104.55 |
| 2024-12-31 | $784k | 6.8k | 115.24 |
| 2024-09-30 | $726k | 6.8k | 106.72 |
| 2024-06-30 | $726k | 6.8k | 106.72 |
| 2024-03-31 | $753k | 6.8k | 110.49 |
| 2023-12-31 | $738k | 6.8k | 108.29 |
| 2023-06-30 | $208k | 2.1k | 99.86 |
| 2023-03-31 | $201k | 2.1k | 96.50 |
| 2022-03-31 | $225k | 2.1k | 108.02 |
| 2021-12-31 | $239k | 2.1k | 114.74 |
| 2021-09-30 | $227k | 2.1k | 108.98 |
| 2021-06-30 | $234k | 2.1k | 112.99 |
| 2021-03-31 | $203k | 1.9k | 108.50 |
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