iShares S&P SmallCap 600 Index shares owned by Madison Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Madison Wealth Management
from 13F filings
Historical chart of Madison Wealth 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 Madison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Madison Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $269k | 2.8k | 94.34 |
2023-06-30 | $284k | 2.8k | 99.66 |
2023-03-31 | $286k | 3.0k | 96.69 |
2022-12-31 | $292k | 3.1k | 94.65 |
2022-09-30 | $346k | 4.0k | 87.31 |
2022-06-30 | $355k | 3.8k | 92.50 |
2022-03-31 | $414k | 3.8k | 107.90 |
2021-12-31 | $436k | 3.8k | 114.59 |
2021-09-30 | $415k | 3.8k | 109.12 |
2021-06-30 | $337k | 3.0k | 112.94 |
2021-03-31 | $318k | 2.9k | 108.50 |
2020-12-31 | $276k | 3.0k | 91.88 |
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