iShares S&P SmallCap 600 Index shares owned by Security National Trust
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Security National Trust
from 13F filings
Historical chart of Security National Trust investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Security National Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $1.1M | 10k | 110.34 |
| 2021-06-30 | $1.1M | 10k | 112.98 |
| 2021-03-31 | $1.1M | 10k | 108.58 |
| 2020-12-31 | $1.1M | 11k | 91.94 |
| 2020-09-30 | $804k | 11k | 70.26 |
| 2020-06-30 | $782k | 11k | 68.31 |
| 2020-03-31 | $632k | 12k | 55.17 |
| 2019-12-31 | $782k | 9.3k | 83.82 |
| 2019-09-30 | $719k | 9.2k | 77.88 |
| 2019-06-30 | $724k | 9.2k | 78.29 |
| 2019-03-31 | $620k | 9.3k | 66.67 |
| 2018-12-31 | $531k | 8.0k | 66.67 |
| 2018-09-30 | $796k | 9.0k | 88.89 |
| 2018-06-30 | $796k | 9.0k | 88.89 |
| 2018-03-31 | $606k | 9.1k | 66.67 |
| 2017-12-31 | $601k | 9.0k | 66.67 |
| 2017-09-30 | $601k | 9.0k | 66.67 |
| 2017-06-30 | $657k | 9.4k | 70.07 |
| 2017-03-31 | $627k | 9.1k | 69.20 |
| 2016-12-31 | $640k | 4.7k | 137.55 |
| 2016-09-30 | $562k | 4.5k | 124.12 |
| 2016-06-30 | $511k | 4.4k | 116.32 |
| 2016-03-31 | $493k | 4.4k | 112.48 |
| 2015-12-31 | $483k | 4.4k | 110.20 |
| 2015-09-30 | $487k | 4.6k | 106.61 |
| 2015-06-30 | $505k | 4.4k | 114.05 |
| 2015-03-31 | $505k | 4.4k | 114.05 |
| 2014-12-31 | $505k | 4.4k | 114.05 |
| 2014-09-30 | $462k | 4.4k | 104.34 |
| 2014-06-30 | $335k | 3.0k | 111.93 |
| 2014-03-31 | $330k | 3.0k | 110.26 |
| 2013-12-31 | $327k | 3.0k | 109.25 |
| 2013-09-30 | $356k | 3.6k | 99.92 |
| 2013-06-30 | $326k | 3.6k | 90.38 |
| 2012-12-31 | $282k | 3.6k | 78.18 |
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