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iShares S&P SmallCap 600 Index shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners 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 Procyon Private Wealth Partners 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 Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 11k 118.83
2025-06-30 $450k 4.1k 109.30
2025-03-31 $671k 6.4k 104.57
2024-12-31 $483k 4.2k 115.22
2024-09-30 $455k 3.9k 116.96
2024-06-30 $539k 5.1k 106.64
2024-03-31 $570k 5.2k 110.45
2023-12-31 $459k 4.2k 108.25
2023-09-30 $535k 5.7k 94.33
2023-06-30 $599k 6.0k 99.65
2023-03-31 $618k 6.4k 96.71
2022-12-31 $677k 7.2k 94.64
2022-09-30 $510k 5.8k 87.22
2022-06-30 $561k 6.1k 92.41
2022-03-31 $1.3M 12k 107.90
2021-12-31 $1.4M 12k 114.48
2021-09-30 $1.4M 12k 109.20
2021-06-30 $1.6M 14k 113.02
2021-03-31 $1.5M 14k 108.50
2020-12-31 $672k 7.3k 91.94
2020-09-30 $515k 7.3k 70.25
2020-06-30 $512k 7.5k 68.33
2020-03-31 $427k 7.6k 56.15
2019-12-31 $190k 2.3k 83.77