iShares S&P SmallCap 600 Index shares owned by Punch & Associates Investment Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Punch & Associates Investment Management
from 13F filings
Historical chart of Punch & Associates Investment Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Punch & Associates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $64k | 590 | 108.25 |
| 2023-09-30 | $57k | 607 | 94.33 |
| 2023-06-30 | $108k | 1.1k | 99.67 |
| 2023-03-31 | $95k | 977 | 96.72 |
| 2022-12-31 | $110k | 1.2k | 94.66 |
| 2022-09-30 | $101k | 1.2k | 86.99 |
| 2022-06-30 | $107k | 1.2k | 92.16 |
| 2022-03-31 | $125k | 1.2k | 107.67 |
| 2021-12-31 | $135k | 1.2k | 114.80 |
| 2021-09-30 | $130k | 1.2k | 108.79 |
| 2021-06-30 | $133k | 1.2k | 112.71 |
| 2021-03-31 | $87k | 800 | 108.75 |
| 2020-12-31 | $74k | 800 | 92.50 |
| 2020-09-30 | $56k | 800 | 70.00 |
| 2020-06-30 | $55k | 800 | 68.75 |
| 2020-03-31 | $45k | 800 | 56.25 |
| 2019-12-31 | $67k | 800 | 83.75 |
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