iShares S&P SmallCap 600 Index shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $375k | 3.4k | 110.52 |
| 2023-12-31 | $331k | 3.1k | 108.25 |
| 2023-09-30 | $289k | 3.1k | 94.33 |
| 2023-06-30 | $318k | 3.2k | 99.65 |
| 2023-03-31 | $296k | 3.1k | 96.70 |
| 2022-12-31 | $290k | 3.1k | 94.64 |
| 2022-03-31 | $246k | 2.3k | 109.14 |
| 2021-12-31 | $258k | 2.3k | 114.46 |
| 2021-09-30 | $260k | 2.3k | 111.25 |
| 2021-06-30 | $287k | 2.5k | 112.86 |
| 2021-03-31 | $283k | 2.5k | 111.29 |
| 2020-12-31 | $234k | 2.5k | 92.02 |
| 2019-12-31 | $462k | 5.5k | 83.82 |
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