iShares S&P SmallCap 600 Index shares owned by Peloton Wealth Strategists
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Peloton Wealth Strategists
from 13F filings
Historical chart of Peloton Wealth Strategists investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Peloton Wealth Strategists
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $360k | 3.1k | 117.11 |
| 2024-06-30 | $334k | 3.1k | 106.57 |
| 2024-03-31 | $312k | 2.8k | 110.68 |
| 2023-12-31 | $5.8M | 2.8k | 2053.40 |
| 2018-12-31 | $528k | 7.6k | 69.32 |
| 2018-09-30 | $894k | 10k | 87.22 |
| 2018-06-30 | $1.1M | 13k | 83.48 |
| 2018-03-31 | $943k | 12k | 76.99 |
| 2017-12-31 | $742k | 9.7k | 76.84 |
| 2017-09-30 | $663k | 8.9k | 74.25 |
| 2017-06-30 | $550k | 7.8k | 70.14 |
| 2016-03-31 | $477k | 4.2k | 112.63 |
| 2015-12-31 | $472k | 4.3k | 110.15 |
| 2015-09-30 | $449k | 4.2k | 106.52 |
| 2015-06-30 | $493k | 4.2k | 117.94 |
| 2015-03-31 | $555k | 4.7k | 118.09 |
| 2014-12-31 | $531k | 4.7k | 114.07 |
| 2014-09-30 | $554k | 5.3k | 104.37 |
| 2014-06-30 | $612k | 5.5k | 112.13 |
| 2014-03-31 | $563k | 5.1k | 110.22 |
| 2013-12-31 | $514k | 4.7k | 109.18 |
| 2013-09-30 | $455k | 4.6k | 99.82 |
| 2013-06-30 | $409k | 4.5k | 90.29 |
| 2013-03-31 | $335k | 3.9k | 87.01 |
| 2012-12-31 | $340k | 4.4k | 78.16 |
| 2012-09-30 | $335k | 4.4k | 77.01 |
| 2012-06-30 | $341k | 4.7k | 73.33 |
| 2012-03-31 | $366k | 4.8k | 76.25 |
| 2011-12-31 | $386k | 5.7k | 68.32 |
| 2011-09-30 | $316k | 5.4k | 58.52 |
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