iShares S&P SmallCap 600 Index shares owned by Selective Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Selective Wealth Management
from 13F filings
Historical chart of Selective 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 Selective Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $309k | 2.9k | 105.66 |
| 2023-12-31 | $328k | 3.1k | 104.64 |
| 2023-09-30 | $333k | 3.6k | 91.70 |
| 2023-06-30 | $451k | 4.5k | 99.68 |
| 2022-12-31 | $573k | 5.7k | 100.09 |
| 2022-09-30 | $630k | 7.2k | 87.23 |
| 2022-06-30 | $808k | 8.7k | 92.40 |
| 2022-03-31 | $327k | 3.0k | 107.89 |
| 2021-12-31 | $43k | 376 | 114.36 |
| 2020-06-30 | $11k | 161 | 68.32 |
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