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
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Download as csvQuarterly 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 |
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