iShares S&P SmallCap 600 Index shares owned by PFG Private Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by PFG Private Wealth Management
from 13F filings
Historical chart of PFG Private Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by PFG Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.4M | 36k | 120.18 |
| 2025-09-30 | $308k | 2.6k | 118.83 |
| 2025-06-30 | $3.7M | 34k | 109.29 |
| 2025-03-31 | $3.5M | 34k | 104.57 |
| 2024-12-31 | $6.9M | 60k | 115.22 |
| 2024-09-30 | $6.8M | 58k | 116.96 |
| 2024-06-30 | $4.1M | 39k | 106.66 |
| 2024-03-31 | $4.2M | 38k | 110.52 |
| 2023-12-31 | $4.1M | 38k | 108.25 |
| 2023-09-30 | $3.0M | 32k | 94.33 |
| 2023-06-30 | $4.6M | 46k | 99.65 |
| 2023-03-31 | $4.3M | 44k | 96.70 |
| 2022-12-31 | $2.5M | 26k | 94.64 |
| 2022-09-30 | $2.2M | 25k | 87.20 |
| 2022-06-30 | $2.2M | 24k | 92.41 |
| 2022-03-31 | $4.9M | 45k | 107.88 |
| 2021-12-31 | $5.1M | 44k | 114.50 |
| 2021-09-30 | $1.1M | 10k | 109.18 |
| 2021-06-30 | $1.2M | 11k | 113.01 |
| 2021-03-31 | $1.2M | 11k | 108.56 |
| 2020-12-31 | $1.0M | 11k | 91.86 |
| 2020-09-30 | $802k | 11k | 70.20 |
| 2020-06-30 | $780k | 11k | 68.27 |
| 2020-03-31 | $643k | 12k | 56.12 |
| 2019-12-31 | $1.1M | 13k | 83.82 |
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