iShares S&P SmallCap 600 Index shares owned by Omega Financial Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Omega Financial Group
from 13F filings
Historical chart of Omega Financial Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Omega Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 127k | 118.83 |
| 2025-06-30 | $13M | 122k | 109.29 |
| 2025-03-31 | $12M | 118k | 104.57 |
| 2024-12-31 | $14M | 118k | 115.22 |
| 2024-09-30 | $13M | 114k | 116.96 |
| 2024-06-30 | $11M | 106k | 106.66 |
| 2024-03-31 | $11M | 103k | 110.52 |
| 2023-12-31 | $11M | 99k | 108.25 |
| 2023-09-30 | $8.6M | 91k | 94.33 |
| 2023-06-30 | $9.1M | 92k | 99.65 |
| 2023-03-31 | $9.2M | 95k | 96.70 |
| 2022-12-31 | $8.2M | 86k | 95.43 |
| 2022-09-30 | $8.5M | 98k | 87.18 |
| 2022-06-30 | $8.8M | 96k | 92.41 |
| 2022-03-31 | $10M | 95k | 107.88 |
| 2021-12-31 | $9.7M | 84k | 114.51 |
| 2021-09-30 | $8.5M | 78k | 109.19 |
| 2021-06-30 | $7.6M | 67k | 112.98 |
| 2021-03-31 | $7.0M | 65k | 108.52 |
| 2020-12-31 | $6.4M | 70k | 91.90 |
| 2020-09-30 | $5.0M | 71k | 70.23 |
| 2020-06-30 | $4.8M | 70k | 68.28 |
| 2020-03-31 | $3.8M | 68k | 56.11 |
| 2019-12-31 | $2.0M | 24k | 83.84 |
| 2019-09-30 | $1.8M | 23k | 77.83 |
| 2019-06-30 | $1.7M | 22k | 78.29 |
| 2019-03-31 | $1.7M | 22k | 77.14 |
| 2018-12-31 | $1.1M | 16k | 69.30 |
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