iShares S&P SmallCap 600 Index shares owned by NewEdge Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 190k | 118.55 |
| 2025-06-30 | $21M | 191k | 110.59 |
| 2025-03-31 | $33M | 315k | 104.57 |
| 2024-12-31 | $39M | 335k | 115.22 |
| 2024-09-30 | $30M | 257k | 116.96 |
| 2024-06-30 | $8.9M | 84k | 106.66 |
| 2024-03-31 | $9.1M | 85k | 106.33 |
| 2023-12-31 | $10M | 94k | 108.25 |
| 2023-09-30 | $8.8M | 94k | 94.33 |
| 2023-06-30 | $9.4M | 94k | 99.65 |
| 2023-03-31 | $19M | 195k | 96.70 |
| 2022-12-31 | $18M | 193k | 94.64 |
| 2022-09-30 | $18M | 201k | 87.19 |
| 2022-06-30 | $9.3M | 101k | 92.41 |
| 2022-03-31 | $11M | 105k | 107.88 |
| 2021-12-31 | $10M | 91k | 114.51 |
| 2021-09-30 | $8.8M | 81k | 109.19 |
| 2021-06-30 | $9.0M | 80k | 112.98 |
| 2021-03-31 | $8.3M | 77k | 108.53 |
| 2020-12-31 | $2.8M | 30k | 91.91 |
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