iShares S&P SmallCap 600 Index shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group 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 Marks Group Wealth 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 Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $934k | 7.9k | 118.83 |
| 2025-06-30 | $859k | 7.9k | 109.29 |
| 2025-03-31 | $880k | 8.4k | 104.57 |
| 2024-12-31 | $964k | 8.4k | 115.22 |
| 2024-09-30 | $1.0M | 8.8k | 116.96 |
| 2024-06-30 | $897k | 8.4k | 106.66 |
| 2024-03-31 | $977k | 8.8k | 110.52 |
| 2023-12-31 | $957k | 8.8k | 108.25 |
| 2023-09-30 | $834k | 8.8k | 94.33 |
| 2023-06-30 | $881k | 8.8k | 99.65 |
| 2023-03-31 | $855k | 8.8k | 96.70 |
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