iShares S&P SmallCap 600 Index shares owned by Occidental Asset Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $466k | 4.2k | 110.53 |
| 2023-12-31 | $516k | 4.8k | 108.25 |
| 2023-09-30 | $812k | 8.6k | 94.33 |
| 2023-06-30 | $734k | 7.4k | 99.65 |
| 2023-03-31 | $4.1M | 42k | 96.70 |
| 2022-12-31 | $3.3M | 34k | 94.64 |
| 2022-09-30 | $3.1M | 35k | 87.20 |
| 2022-06-30 | $2.3M | 25k | 92.42 |
| 2022-03-31 | $4.0M | 37k | 107.87 |
| 2021-12-31 | $3.2M | 28k | 114.50 |
| 2021-09-30 | $2.2M | 21k | 109.18 |
| 2021-06-30 | $4.5M | 40k | 112.98 |
| 2021-03-31 | $5.3M | 49k | 108.53 |
| 2020-12-31 | $3.7M | 40k | 91.89 |
| 2020-09-30 | $1.6M | 23k | 70.22 |
| 2020-06-30 | $1.6M | 24k | 68.31 |
| 2020-03-31 | $1.3M | 23k | 56.10 |
| 2018-09-30 | $340k | 3.9k | 87.34 |
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