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 csv Download as ExcelQuarterly 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 |
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