iShares S&P SmallCap 600 Index shares owned by Segment Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $360k | 3.3k | 110.52 |
| 2023-12-31 | $358k | 3.3k | 108.25 |
| 2023-09-30 | $321k | 3.4k | 94.33 |
| 2023-06-30 | $319k | 3.2k | 99.65 |
| 2023-03-31 | $399k | 4.1k | 96.70 |
| 2022-12-31 | $390k | 4.1k | 94.64 |
| 2022-09-30 | $360k | 4.1k | 87.29 |
| 2022-06-30 | $381k | 4.1k | 92.39 |
| 2022-03-31 | $445k | 4.1k | 107.90 |
| 2021-12-31 | $472k | 4.1k | 114.45 |
| 2021-09-30 | $228k | 2.1k | 109.09 |
| 2021-06-30 | $236k | 2.1k | 112.92 |
| 2021-03-31 | $227k | 2.1k | 108.61 |
| 2018-09-30 | $202k | 2.3k | 87.07 |
| 2018-06-30 | $242k | 2.9k | 83.59 |
| 2018-03-31 | $204k | 2.6k | 77.13 |
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