iShares S&P SmallCap 600 Index shares owned by Roth Financial Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Roth Financial Partners
from 13F filings
Historical chart of Roth Financial Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Roth Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $21M | 180k | 115.21 |
| 2024-09-30 | $19M | 182k | 106.64 |
| 2024-06-30 | $19M | 182k | 106.64 |
| 2024-03-31 | $20M | 182k | 110.51 |
| 2023-12-31 | $18M | 168k | 108.29 |
| 2023-09-30 | $16M | 165k | 94.35 |
| 2023-06-30 | $16M | 161k | 99.65 |
| 2023-03-31 | $15M | 158k | 96.65 |
| 2022-12-31 | $15M | 155k | 94.66 |
| 2022-09-30 | $13M | 154k | 87.21 |
| 2022-06-30 | $13M | 141k | 92.41 |
| 2022-03-31 | $15M | 137k | 107.89 |
| 2021-12-31 | $16M | 136k | 114.51 |
| 2021-09-30 | $15M | 135k | 109.20 |
| 2021-06-30 | $15M | 137k | 112.98 |
| 2021-03-31 | $16M | 145k | 108.53 |
| 2020-12-31 | $16M | 178k | 91.90 |
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