iShares S&P SmallCap 600 Index shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $103k | 878 | 116.96 |
| 2024-06-30 | $109k | 953 | 114.50 |
| 2024-03-31 | $107k | 970 | 110.52 |
| 2023-12-31 | $111k | 1.0k | 108.25 |
| 2023-09-30 | $85k | 903 | 94.33 |
| 2023-06-30 | $96k | 963 | 99.65 |
| 2023-03-31 | $94k | 974 | 96.70 |
| 2022-12-31 | $92k | 970 | 94.64 |
| 2022-09-30 | $99k | 1.1k | 86.84 |
| 2022-06-30 | $116k | 1.3k | 92.58 |
| 2022-03-31 | $137k | 1.3k | 108.04 |
| 2021-12-31 | $147k | 1.3k | 114.40 |
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