iShares S&P SmallCap 600 Index shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management 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 Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $463k | 4.0k | 116.96 |
| 2024-06-30 | $405k | 3.8k | 106.66 |
| 2024-03-31 | $443k | 4.0k | 110.52 |
| 2023-12-31 | $464k | 4.3k | 108.25 |
| 2023-09-30 | $389k | 4.1k | 94.33 |
| 2023-06-30 | $558k | 5.6k | 99.65 |
| 2023-03-31 | $825k | 8.5k | 96.70 |
| 2022-12-31 | $933k | 9.9k | 94.64 |
| 2022-09-30 | $595k | 6.8k | 87.19 |
| 2022-06-30 | $631k | 6.8k | 92.47 |
| 2022-03-31 | $717k | 6.6k | 107.93 |
| 2021-12-31 | $423k | 3.7k | 114.42 |
| 2021-09-30 | $375k | 3.4k | 109.30 |
| 2021-06-30 | $388k | 3.4k | 113.09 |
| 2021-03-31 | $372k | 3.4k | 108.42 |
| 2020-12-31 | $315k | 3.4k | 91.81 |
| 2020-09-30 | $257k | 3.7k | 70.24 |
| 2020-06-30 | $249k | 3.6k | 68.37 |
| 2020-03-31 | $211k | 3.8k | 56.12 |
| 2019-12-31 | $374k | 4.5k | 83.89 |
| 2019-09-30 | $347k | 4.5k | 77.84 |
| 2019-06-30 | $349k | 4.5k | 78.29 |
| 2019-03-31 | $388k | 5.0k | 77.06 |
| 2018-12-31 | $349k | 5.0k | 69.31 |
| 2018-09-30 | $439k | 5.0k | 87.19 |
| 2018-06-30 | $420k | 5.0k | 83.42 |
| 2018-03-31 | $471k | 6.1k | 77.00 |
| 2017-12-31 | $483k | 6.3k | 76.83 |
| 2017-09-30 | $386k | 5.2k | 74.16 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index