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iShares S&P SmallCap 600 Index shares owned by Schneider Downs Wealth Management Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Schneider Downs Wealth Management Advisors from 13F filings

Historical chart of Schneider Downs Wealth Management Advisors 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 Schneider Downs Wealth Management Advisors 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 Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.2M 70k 116.96
2024-06-30 $7.2M 68k 106.66
2024-03-31 $7.4M 67k 110.52
2023-12-31 $7.2M 66k 108.25
2023-09-30 $6.3M 67k 94.33
2023-06-30 $6.3M 63k 99.65
2023-03-31 $5.5M 57k 96.70
2022-12-31 $5.5M 58k 94.64
2022-09-30 $4.4M 50k 87.19
2022-06-30 $4.5M 49k 92.41
2022-03-31 $4.4M 40k 107.87
2021-12-31 $3.9M 34k 114.51
2021-09-30 $3.2M 30k 109.21
2021-06-30 $3.2M 29k 112.98
2021-03-31 $3.1M 29k 108.52
2020-12-31 $2.5M 27k 91.92
2020-09-30 $1.7M 25k 70.24
2020-06-30 $1.1M 16k 68.26
2020-03-31 $5.9M 105k 56.11
2019-12-31 $278k 3.3k 83.73
2019-09-30 $258k 3.3k 77.92
2019-06-30 $356k 4.5k 78.26
2019-03-31 $336k 4.4k 77.24
2018-12-31 $311k 4.5k 69.25
2018-09-30 $391k 4.5k 87.20
2018-06-30 $352k 4.2k 83.39