iShares S&P SmallCap 600 Index shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 142k | 108.25 |
| 2023-09-30 | $4.9M | 51k | 94.79 |
| 2023-06-30 | $5.1M | 51k | 99.65 |
| 2023-03-31 | $4.9M | 51k | 96.70 |
| 2022-12-31 | $5.3M | 56k | 94.64 |
| 2022-09-30 | $5.1M | 59k | 87.19 |
| 2022-06-30 | $6.2M | 61k | 101.97 |
| 2022-03-31 | $6.5M | 60k | 107.88 |
| 2021-12-31 | $6.4M | 60k | 106.69 |
| 2021-09-30 | $6.7M | 61k | 109.19 |
| 2021-06-30 | $6.9M | 61k | 112.98 |
| 2021-03-31 | $6.4M | 59k | 109.05 |
| 2020-12-31 | $6.7M | 63k | 106.63 |
| 2020-09-30 | $4.1M | 59k | 70.22 |
| 2020-06-30 | $4.5M | 59k | 75.96 |
| 2020-03-31 | $1.9M | 34k | 56.10 |
| 2019-12-31 | $3.3M | 39k | 83.85 |
| 2019-09-30 | $1.2M | 15k | 77.87 |
| 2019-06-30 | $1.1M | 15k | 76.16 |
| 2019-03-31 | $1.4M | 18k | 77.15 |
| 2018-12-31 | $1.1M | 13k | 78.52 |
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