iShares S&P SmallCap 600 Index shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 190k | 116.96 |
| 2024-06-30 | $20M | 185k | 106.66 |
| 2024-03-31 | $19M | 174k | 110.52 |
| 2023-12-31 | $17M | 157k | 108.25 |
| 2023-09-30 | $13M | 138k | 94.33 |
| 2023-06-30 | $12M | 119k | 99.65 |
| 2023-03-31 | $11M | 112k | 96.70 |
| 2022-12-31 | $9.9M | 105k | 94.64 |
| 2022-09-30 | $8.8M | 101k | 87.19 |
| 2022-06-30 | $10M | 109k | 92.41 |
| 2022-03-31 | $13M | 121k | 107.88 |
| 2021-12-31 | $12M | 104k | 114.51 |
| 2021-09-30 | $261k | 2.4k | 109.34 |
| 2021-06-30 | $225k | 2.0k | 112.95 |
| 2021-03-31 | $218k | 2.0k | 108.62 |
| 2020-12-31 | $168k | 1.8k | 92.16 |
| 2020-09-30 | $534k | 7.6k | 70.26 |
| 2020-06-30 | $48k | 704 | 68.18 |
| 2019-12-31 | $59k | 702 | 84.05 |
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