iShares S&P SmallCap 600 Index shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $17M | 157k | 110.52 |
| 2023-12-31 | $4.3M | 40k | 108.25 |
| 2023-09-30 | $808k | 8.6k | 94.33 |
| 2023-06-30 | $436k | 4.4k | 99.65 |
| 2023-03-31 | $342k | 3.5k | 96.70 |
| 2022-12-31 | $528k | 5.6k | 94.63 |
| 2022-09-30 | $491k | 5.6k | 87.24 |
| 2022-06-30 | $328k | 3.5k | 92.50 |
| 2022-03-31 | $371k | 3.4k | 108.01 |
| 2021-12-31 | $393k | 3.4k | 114.58 |
| 2021-09-30 | $318k | 2.9k | 109.28 |
| 2021-06-30 | $313k | 2.8k | 113.16 |
| 2021-03-31 | $250k | 2.3k | 108.70 |
| 2020-12-31 | $253k | 2.8k | 92.00 |
| 2019-12-31 | $900k | 11k | 83.83 |
| 2019-09-30 | $930k | 12k | 77.80 |
| 2019-06-30 | $745k | 9.5k | 78.29 |
| 2019-03-31 | $740k | 9.6k | 77.14 |
| 2018-12-31 | $761k | 11k | 69.31 |
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