iShares S&P SmallCap 600 Index shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares 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 PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 10k | 115.22 |
| 2024-09-30 | $1.2M | 10k | 116.96 |
| 2024-06-30 | $1.2M | 11k | 106.66 |
| 2024-03-31 | $1.3M | 12k | 110.52 |
| 2023-12-31 | $1.3M | 12k | 108.25 |
| 2023-09-30 | $1.1M | 12k | 94.33 |
| 2023-06-30 | $1.1M | 11k | 99.65 |
| 2023-03-31 | $1.1M | 12k | 96.70 |
| 2022-12-31 | $670k | 7.1k | 94.64 |
| 2022-09-30 | $468k | 5.4k | 87.18 |
| 2022-06-30 | $511k | 5.5k | 92.34 |
| 2022-03-31 | $585k | 5.4k | 107.93 |
| 2021-12-31 | $579k | 5.1k | 114.54 |
| 2021-09-30 | $557k | 5.1k | 109.13 |
| 2021-06-30 | $617k | 5.5k | 112.96 |
| 2021-03-31 | $641k | 5.9k | 108.50 |
| 2020-12-31 | $543k | 5.9k | 91.91 |
| 2020-09-30 | $423k | 6.0k | 70.23 |
| 2020-06-30 | $407k | 6.0k | 68.35 |
| 2020-03-31 | $322k | 5.7k | 56.19 |
| 2019-12-31 | $514k | 6.1k | 83.89 |
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