iShares S&P SmallCap 600 Index shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $200k | 1.7k | 120.18 |
| 2024-09-30 | $202k | 1.7k | 116.96 |
| 2024-06-30 | $447k | 4.2k | 106.66 |
| 2024-03-31 | $630k | 5.7k | 110.52 |
| 2023-12-31 | $617k | 5.7k | 108.25 |
| 2023-09-30 | $560k | 5.9k | 94.33 |
| 2023-06-30 | $587k | 5.9k | 98.79 |
| 2023-03-31 | $576k | 6.0k | 96.70 |
| 2022-12-31 | $564k | 6.0k | 94.64 |
| 2022-09-30 | $537k | 6.2k | 87.15 |
| 2022-06-30 | $567k | 6.1k | 92.35 |
| 2022-03-31 | $706k | 6.5k | 107.95 |
| 2021-12-31 | $866k | 7.6k | 114.55 |
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