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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by NewEdge Wealth 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 NewEdge Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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