iShares S&P SmallCap 600 Index shares owned by NEXT Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $6.7M | 58k | 114.55 |
| 2021-09-30 | $4.3M | 40k | 109.19 |
| 2021-06-30 | $4.5M | 39k | 112.97 |
| 2021-03-31 | $5.2M | 48k | 108.54 |
| 2020-12-31 | $3.4M | 37k | 91.88 |
| 2020-09-30 | $1.7M | 25k | 70.13 |
| 2020-06-30 | $1.7M | 25k | 68.28 |
| 2020-03-31 | $1.5M | 26k | 56.11 |
| 2019-12-31 | $1.9M | 23k | 83.85 |
| 2019-09-30 | $1.5M | 19k | 77.86 |
| 2019-06-30 | $1.5M | 19k | 78.28 |
| 2019-03-31 | $51k | 667 | 76.46 |
| 2018-12-31 | $2.6M | 37k | 69.33 |
| 2018-09-30 | $278k | 3.2k | 87.12 |
| 2018-06-30 | $678k | 8.1k | 83.52 |
| 2018-03-31 | $1.7M | 22k | 77.02 |
| 2017-12-31 | $1.1M | 14k | 76.83 |
| 2017-09-30 | $1.3M | 18k | 74.61 |
| 2017-06-30 | $986k | 14k | 70.08 |
| 2017-03-31 | $675k | 9.7k | 69.78 |
| 2016-12-31 | $1.8M | 13k | 137.51 |
| 2016-09-30 | $923k | 7.4k | 124.21 |
| 2016-06-30 | $247k | 2.1k | 115.91 |
| 2016-03-31 | $226k | 2.0k | 112.16 |
| 2015-12-31 | $205k | 1.9k | 110.04 |
| 2015-09-30 | $242k | 2.3k | 106.23 |
| 2015-06-30 | $365k | 3.1k | 117.86 |
| 2015-03-31 | $1.4M | 12k | 117.95 |
| 2014-12-31 | $1.4M | 12k | 114.03 |
| 2014-09-30 | $1.7M | 16k | 104.30 |
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