iShares S&P SmallCap 600 Index shares owned by Mission Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $48M | 441k | 108.25 |
| 2023-09-30 | $38M | 402k | 94.33 |
| 2023-06-30 | $40M | 403k | 99.65 |
| 2023-03-31 | $40M | 409k | 96.70 |
| 2022-12-31 | $40M | 418k | 94.64 |
| 2022-09-30 | $31M | 359k | 87.19 |
| 2022-06-30 | $34M | 363k | 92.41 |
| 2022-03-31 | $38M | 350k | 107.88 |
| 2021-12-31 | $36M | 315k | 114.51 |
| 2021-09-30 | $34M | 311k | 109.19 |
| 2021-06-30 | $37M | 328k | 112.98 |
| 2021-03-31 | $37M | 339k | 108.53 |
| 2020-12-31 | $33M | 355k | 91.90 |
| 2020-09-30 | $26M | 368k | 70.23 |
| 2020-06-30 | $26M | 380k | 68.29 |
| 2020-03-31 | $21M | 376k | 56.11 |
| 2019-12-31 | $8.7M | 104k | 83.85 |
| 2019-09-30 | $8.3M | 107k | 77.84 |
| 2019-06-30 | $8.6M | 110k | 78.28 |
| 2019-03-31 | $8.2M | 106k | 77.15 |
| 2018-12-31 | $7.1M | 102k | 69.32 |
| 2018-09-30 | $4.9M | 56k | 87.24 |
| 2018-06-30 | $4.2M | 50k | 83.46 |
| 2018-03-31 | $1.2M | 16k | 77.03 |
| 2017-12-31 | $671k | 8.7k | 76.83 |
| 2017-09-30 | $471k | 6.3k | 74.18 |
| 2017-06-30 | $424k | 6.0k | 70.14 |
| 2017-03-31 | $427k | 6.2k | 69.24 |
| 2016-12-31 | $262k | 1.9k | 137.46 |
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