iShares S&P SmallCap 600 Index shares owned by National Wealth Management Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 9.2k | 120.18 |
| 2025-09-30 | $1.0M | 8.6k | 118.83 |
| 2025-06-30 | $865k | 7.9k | 109.28 |
| 2025-03-31 | $815k | 7.8k | 104.57 |
| 2024-12-31 | $855k | 7.4k | 115.22 |
| 2024-09-30 | $865k | 7.4k | 116.95 |
| 2024-06-30 | $918k | 8.6k | 106.65 |
| 2024-03-31 | $917k | 8.3k | 110.51 |
| 2023-12-31 | $888k | 8.2k | 108.25 |
| 2023-09-30 | $450k | 4.8k | 94.32 |
| 2023-06-30 | $1.4M | 13k | 103.25 |
| 2023-03-31 | $817k | 8.9k | 91.81 |
| 2022-12-31 | $563k | 6.0k | 94.64 |
| 2022-09-30 | $487k | 5.6k | 87.19 |
| 2022-03-31 | $502k | 4.7k | 107.88 |
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