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iShares S&P SmallCap 600 Index shares owned by Magnolia Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Magnolia Wealth Management from 13F filings

Historical chart of Magnolia 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 Magnolia Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Magnolia Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.2M 70k 116.96
2024-06-30 $7.7M 73k 106.66
2024-03-31 $15M 132k 109.95
2023-12-31 $7.2M 67k 108.25
2023-09-30 $5.8M 62k 94.33
2023-06-30 $5.9M 59k 99.65
2023-03-31 $5.1M 53k 96.70
2022-12-31 $5.1M 54k 94.64
2022-06-30 $4.6M 50k 92.41
2022-03-31 $5.2M 48k 107.88
2021-12-31 $5.3M 46k 114.51