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iShares S&P SmallCap 600 Index shares owned by Penobscot Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Penobscot Wealth Management from 13F filings

Historical chart of Penobscot 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 Penobscot Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Penobscot Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $361k 3.3k 108.38
2023-09-30 $233k 2.5k 94.14
2023-06-30 $253k 2.5k 99.72
2023-03-31 $239k 2.5k 96.88
2022-12-31 $233k 2.5k 94.75
2022-09-30 $219k 2.5k 87.36
2022-06-30 $232k 2.5k 92.54
2022-03-31 $282k 2.6k 107.88
2021-12-31 $301k 2.6k 114.62
2021-09-30 $323k 3.0k 109.31
2021-06-30 $332k 2.9k 112.85