iShares S&P SmallCap 600 Index shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello 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 Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.4M | 40k | 110.52 |
| 2023-12-31 | $4.3M | 40k | 108.25 |
| 2023-09-30 | $3.6M | 38k | 94.33 |
| 2023-06-30 | $3.5M | 35k | 99.65 |
| 2023-03-31 | $3.0M | 31k | 94.67 |
| 2022-12-31 | $3.0M | 31k | 94.64 |
| 2022-09-30 | $2.6M | 30k | 87.19 |
| 2022-06-30 | $2.6M | 29k | 92.41 |
| 2022-03-31 | $3.0M | 28k | 107.90 |
| 2021-12-31 | $3.4M | 30k | 114.50 |
| 2021-09-30 | $3.3M | 30k | 109.20 |
| 2021-06-30 | $3.8M | 34k | 112.98 |
| 2021-03-31 | $2.8M | 26k | 108.51 |
| 2020-12-31 | $2.5M | 27k | 91.90 |
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