iShares S&P SmallCap 600 Index shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 246k | 118.83 |
| 2025-06-30 | $27M | 245k | 109.29 |
| 2025-03-31 | $23M | 216k | 104.57 |
| 2024-12-31 | $6.0M | 52k | 115.22 |
| 2024-09-30 | $6.1M | 52k | 116.96 |
| 2024-06-30 | $5.5M | 52k | 106.66 |
| 2024-03-31 | $5.8M | 52k | 110.52 |
| 2023-12-31 | $5.7M | 53k | 108.25 |
| 2023-09-30 | $5.2M | 55k | 94.33 |
| 2023-06-30 | $5.4M | 55k | 99.65 |
| 2023-03-31 | $5.1M | 53k | 96.70 |
| 2022-12-31 | $5.1M | 53k | 94.64 |
| 2022-09-30 | $4.9M | 56k | 87.20 |
| 2022-06-30 | $5.1M | 55k | 92.41 |
| 2022-03-31 | $5.7M | 53k | 107.88 |
| 2021-12-31 | $5.9M | 51k | 114.51 |
| 2021-09-30 | $5.1M | 47k | 109.19 |
| 2021-06-30 | $5.1M | 45k | 112.98 |
| 2021-03-31 | $3.8M | 42k | 91.91 |
| 2020-12-31 | $3.8M | 42k | 91.89 |
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