iShares S&P SmallCap 600 Index shares owned by Partnership Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Partnership Wealth Management
from 13F filings
Historical chart of Partnership 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 Partnership Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Partnership Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 73k | 118.83 |
| 2025-06-30 | $7.9M | 72k | 109.29 |
| 2025-03-31 | $8.5M | 81k | 104.57 |
| 2024-12-31 | $9.3M | 80k | 115.22 |
| 2024-09-30 | $8.0M | 69k | 116.96 |
| 2024-06-30 | $3.1M | 29k | 106.66 |
| 2024-03-31 | $3.7M | 34k | 110.52 |
| 2023-12-31 | $3.4M | 33k | 104.00 |
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