iShares S&P SmallCap 600 Index shares owned by MTC Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by MTC Wealth Management
from 13F filings
Historical chart of MTC 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 MTC Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.4M | 56k | 115.22 |
| 2024-09-30 | $6.7M | 57k | 116.96 |
| 2024-06-30 | $6.2M | 58k | 106.66 |
| 2024-03-31 | $12M | 112k | 110.52 |
| 2023-12-31 | $13M | 118k | 108.25 |
| 2023-09-30 | $11M | 119k | 94.33 |
| 2023-06-30 | $11M | 113k | 99.65 |
| 2023-03-31 | $10M | 108k | 96.70 |
| 2022-12-31 | $11M | 114k | 94.64 |
| 2022-09-30 | $9.9M | 114k | 87.19 |
| 2022-06-30 | $10M | 112k | 92.41 |
| 2022-03-31 | $17M | 157k | 107.88 |
| 2021-12-31 | $16M | 141k | 114.51 |
| 2021-09-30 | $15M | 137k | 109.19 |
| 2021-06-30 | $15k | 130k | 0.11 |
| 2021-03-31 | $12M | 107k | 108.53 |
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