iShares S&P SmallCap 600 Index shares owned by Peterson Wealth Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Peterson Wealth Services
from 13F filings
Historical chart of Peterson Wealth Services 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 Peterson Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Peterson Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 5.6k | 2.96 |
| 2025-06-30 | $15k | 140 | 109.29 |
| 2025-03-31 | $15k | 140 | 104.57 |
| 2024-12-31 | $338k | 2.9k | 115.23 |
| 2024-09-30 | $351k | 3.0k | 116.95 |
| 2024-06-30 | $319k | 3.0k | 106.67 |
| 2024-03-31 | $365k | 3.3k | 110.51 |
| 2023-12-31 | $399k | 3.7k | 108.24 |
| 2023-06-30 | $372k | 3.7k | 99.65 |
| 2023-03-31 | $270k | 2.8k | 96.68 |
| 2022-12-31 | $246k | 2.6k | 94.63 |
| 2022-09-30 | $203k | 2.3k | 87.12 |
| 2022-06-30 | $208k | 2.2k | 92.61 |
| 2022-03-31 | $290k | 2.7k | 108.01 |
| 2021-12-31 | $259k | 2.3k | 114.50 |
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