iShares S&P SmallCap 600 Index shares owned by MBL Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 250k | 118.83 |
| 2025-06-30 | $28M | 251k | 109.29 |
| 2025-03-31 | $26M | 244k | 104.57 |
| 2024-12-31 | $28M | 244k | 115.22 |
| 2024-09-30 | $28M | 238k | 116.96 |
| 2024-06-30 | $25M | 237k | 106.66 |
| 2024-03-31 | $25M | 229k | 110.52 |
| 2023-12-31 | $25M | 228k | 108.25 |
| 2023-09-30 | $21M | 226k | 94.33 |
| 2023-06-30 | $22M | 219k | 99.65 |
| 2023-03-31 | $21M | 219k | 96.70 |
| 2022-12-31 | $21M | 219k | 94.64 |
| 2022-09-30 | $18M | 209k | 87.19 |
| 2022-06-30 | $17M | 186k | 92.41 |
| 2022-03-31 | $18M | 166k | 107.88 |
| 2021-09-30 | $13M | 116k | 109.19 |
| 2021-03-31 | $9.2M | 85k | 108.53 |
| 2020-12-31 | $7.3M | 79k | 91.90 |
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