iShares S&P SmallCap 600 Index shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.6M | 23k | 116.23 |
| 2024-09-30 | $2.6M | 23k | 116.96 |
| 2024-06-30 | $2.4M | 22k | 106.66 |
| 2024-03-31 | $2.5M | 22k | 110.52 |
| 2023-12-31 | $2.4M | 22k | 108.25 |
| 2023-09-30 | $2.1M | 22k | 94.33 |
| 2023-06-30 | $2.2M | 22k | 100.28 |
| 2023-03-31 | $2.1M | 22k | 96.70 |
| 2022-12-31 | $2.0M | 22k | 94.64 |
| 2022-09-30 | $1.9M | 22k | 87.18 |
| 2022-06-30 | $2.0M | 22k | 92.41 |
| 2022-03-31 | $2.4M | 22k | 107.88 |
| 2021-12-31 | $2.6M | 22k | 114.52 |
| 2021-09-30 | $2.4M | 22k | 109.18 |
| 2021-06-30 | $2.6M | 23k | 112.96 |
| 2021-03-31 | $2.5M | 23k | 108.54 |
| 2020-12-31 | $2.2M | 24k | 91.91 |
| 2020-09-30 | $1.8M | 25k | 70.22 |
| 2020-06-30 | $1.7M | 25k | 68.30 |
| 2020-03-31 | $808k | 14k | 56.14 |
| 2019-12-31 | $1.6M | 19k | 83.83 |
| 2019-09-30 | $1.5M | 20k | 77.83 |
| 2019-06-30 | $1.5M | 20k | 78.27 |
| 2019-03-31 | $1.5M | 19k | 79.71 |
| 2018-12-31 | $1.7M | 24k | 69.32 |
| 2018-09-30 | $2.6M | 30k | 87.25 |
| 2018-06-30 | $2.7M | 32k | 83.47 |
| 2018-03-31 | $2.7M | 35k | 77.01 |
| 2017-12-31 | $6.6M | 86k | 76.81 |
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