iShares S&P SmallCap 600 Index shares owned by Peninsula Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Peninsula Wealth
from 13F filings
Historical chart of Peninsula Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Peninsula Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.5M | 13k | 111.29 |
| 2024-03-31 | $3.9M | 35k | 110.52 |
| 2023-12-31 | $1.4M | 13k | 108.25 |
| 2023-09-30 | $1.2M | 13k | 88.84 |
| 2023-06-30 | $1.3M | 13k | 99.65 |
| 2023-03-31 | $1.3M | 13k | 96.70 |
| 2022-12-31 | $1.2M | 13k | 94.64 |
| 2022-09-30 | $1.1M | 13k | 87.20 |
| 2022-06-30 | $1.2M | 13k | 92.38 |
| 2022-03-31 | $1.4M | 13k | 107.88 |
| 2021-12-31 | $1.5M | 13k | 114.48 |
| 2021-09-30 | $1.4M | 13k | 109.19 |
| 2021-06-30 | $1.4M | 13k | 113.01 |
| 2021-03-31 | $1.4M | 13k | 108.56 |
| 2020-12-31 | $1.2M | 13k | 91.92 |
| 2020-09-30 | $527k | 7.5k | 70.17 |
| 2020-06-30 | $511k | 7.5k | 68.29 |
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