iShares S&P SmallCap 600 Index shares owned by Old Second Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Old Second Wealth Management
from 13F filings
Historical chart of Old Second Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Old Second Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $110k | 923 | 118.83 |
| 2025-06-30 | $101k | 927 | 109.29 |
| 2025-03-31 | $218k | 2.1k | 104.57 |
| 2024-12-31 | $214k | 1.9k | 115.22 |
| 2024-09-30 | $81k | 692 | 116.96 |
| 2024-06-30 | $74k | 692 | 106.66 |
| 2024-03-31 | $77k | 692 | 110.52 |
| 2023-12-31 | $75k | 692 | 108.25 |
| 2023-09-30 | $69k | 734 | 94.33 |
| 2023-06-30 | $73k | 734 | 99.65 |
| 2023-03-31 | $71k | 734 | 96.70 |
| 2022-12-31 | $70k | 734 | 94.64 |
| 2022-09-30 | $65k | 734 | 87.89 |
| 2022-06-30 | $67k | 734 | 91.80 |
| 2022-03-31 | $79k | 734 | 107.42 |
| 2021-12-31 | $68k | 692 | 97.87 |
| 2021-09-30 | $80k | 734 | 109.38 |
| 2021-06-30 | $83k | 734 | 113.28 |
| 2021-03-31 | $75k | 692 | 108.51 |
| 2020-12-31 | $63k | 692 | 91.49 |
| 2020-09-30 | $70k | 990 | 70.31 |
| 2020-06-30 | $47k | 692 | 68.09 |
| 2020-03-31 | $38k | 692 | 55.32 |
| 2019-12-31 | $73k | 867 | 83.72 |
| 2019-09-30 | $17k | 222 | 76.58 |
| 2019-06-30 | $17k | 222 | 76.58 |
| 2019-03-31 | $17k | 222 | 76.58 |
| 2018-12-31 | $15k | 222 | 67.57 |
| 2018-09-30 | $19k | 222 | 85.59 |
| 2018-06-30 | $19k | 222 | 85.59 |
| 2018-03-31 | $17k | 222 | 76.58 |
| 2017-12-31 | $17k | 222 | 76.58 |
| 2017-09-30 | $16k | 222 | 72.07 |
| 2017-06-30 | $16k | 222 | 72.07 |
| 2017-03-31 | $15k | 222 | 67.57 |
| 2016-12-31 | $15k | 111 | 135.14 |
| 2016-09-30 | $14k | 111 | 126.13 |
| 2016-06-30 | $13k | 111 | 117.12 |
| 2016-03-31 | $12k | 111 | 108.11 |
| 2015-12-31 | $12k | 111 | 108.11 |
| 2015-09-30 | $12k | 111 | 108.11 |
| 2015-06-30 | $13k | 111 | 117.12 |
| 2015-03-31 | $13k | 111 | 117.12 |
| 2014-12-31 | $13k | 111 | 117.12 |
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