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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

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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
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