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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

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Peterson Wealth Services

Quarter filed Position value Share count Share price at filing
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