iShares S&P SmallCap 600 Index shares owned by Triangle Securities Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Triangle Securities Wealth Management
from 13F filings
Historical chart of Triangle Securities Wealth Management investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by Triangle Securities Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Triangle Securities Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $6.2M | 58k | 106.66 |
2024-03-31 | $6.0M | 54k | 110.52 |
2023-12-31 | $5.6M | 52k | 108.25 |
2023-09-30 | $4.7M | 49k | 94.33 |
2023-06-30 | $4.9M | 49k | 99.65 |
2023-03-31 | $4.7M | 48k | 96.70 |
2022-12-31 | $4.6M | 48k | 94.64 |
2022-09-30 | $3.9M | 45k | 87.18 |
2022-06-30 | $4.4M | 47k | 92.42 |
2022-03-31 | $4.9M | 46k | 107.88 |
2021-12-31 | $5.3M | 47k | 114.50 |
2021-09-30 | $4.9M | 45k | 109.19 |
2021-06-30 | $4.4M | 39k | 112.99 |
2021-03-31 | $4.3M | 40k | 108.54 |
2020-12-31 | $3.6M | 40k | 91.90 |
2020-09-30 | $2.8M | 40k | 70.24 |
2020-06-30 | $2.7M | 40k | 68.28 |
2020-03-31 | $2.1M | 37k | 56.11 |
2019-12-31 | $3.6M | 43k | 83.84 |
2019-09-30 | $3.1M | 40k | 77.84 |
2019-06-30 | $3.0M | 38k | 77.92 |
2019-03-31 | $2.7M | 35k | 77.14 |
2018-12-31 | $2.1M | 31k | 69.33 |
2018-09-30 | $2.6M | 30k | 87.24 |
2018-06-30 | $2.5M | 30k | 83.45 |
2018-03-31 | $2.1M | 27k | 77.00 |
2017-12-31 | $1.6M | 21k | 76.80 |
2017-09-30 | $1.4M | 19k | 74.25 |
2017-03-31 | $882k | 13k | 69.16 |
2016-12-31 | $801k | 5.8k | 137.53 |
2016-09-30 | $714k | 5.7k | 124.20 |
2015-03-31 | $259k | 2.2k | 118.00 |
2014-12-31 | $226k | 2.0k | 114.14 |
2014-09-30 | $207k | 2.0k | 104.55 |
2014-06-30 | $222k | 2.0k | 112.12 |
2013-12-31 | $216k | 2.0k | 109.09 |
2013-09-30 | $221k | 2.2k | 100.00 |
2013-06-30 | $200k | 2.2k | 90.50 |
2013-03-31 | $192k | 2.2k | 86.88 |
2012-12-31 | $173k | 2.2k | 78.28 |
2012-09-30 | $19k | 250 | 76.00 |
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