iShares S&P SmallCap 600 Index shares owned by Market Street Wealth Management Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Market Street Wealth Management Advisors
from 13F filings
Historical chart of Market Street Wealth Management Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Market Street Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $574k | 5.2k | 110.52 |
| 2023-12-31 | $758k | 7.0k | 108.25 |
| 2023-09-30 | $782k | 8.3k | 94.33 |
| 2023-06-30 | $861k | 8.6k | 99.65 |
| 2023-03-31 | $833k | 8.6k | 96.70 |
| 2022-12-31 | $1.2M | 13k | 94.64 |
| 2022-09-30 | $1.4M | 16k | 87.20 |
| 2022-06-30 | $1.4M | 15k | 92.43 |
| 2022-03-31 | $1.9M | 18k | 107.89 |
| 2021-12-31 | $1.7M | 15k | 114.48 |
| 2021-09-30 | $1.6M | 15k | 109.21 |
| 2021-06-30 | $1.8M | 16k | 112.95 |
| 2021-03-31 | $1.7M | 16k | 108.54 |
| 2020-12-31 | $1.5M | 16k | 91.90 |
| 2020-09-30 | $1.2M | 17k | 70.25 |
| 2020-06-30 | $1.2M | 17k | 68.30 |
| 2020-03-31 | $1.0M | 18k | 56.13 |
| 2019-12-31 | $2.6M | 32k | 83.86 |
| 2019-09-30 | $2.4M | 31k | 77.83 |
| 2019-06-30 | $2.2M | 27k | 79.59 |
| 2019-03-31 | $2.1M | 28k | 77.16 |
| 2018-12-31 | $1.6M | 23k | 69.31 |
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