iShares S&P SmallCap 600 Index shares owned by Sendero Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sendero Wealth Management
from 13F filings
Historical chart of Sendero Wealth Management 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 Sendero Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P SmallCap 600 Index by Sendero Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $621k | 5.2k | 118.83 |
| 2025-06-30 | $620k | 5.7k | 109.29 |
| 2025-03-31 | $593k | 5.7k | 104.57 |
| 2024-12-31 | $653k | 5.7k | 115.22 |
| 2024-09-30 | $671k | 5.7k | 116.96 |
| 2024-06-30 | $474k | 4.4k | 106.66 |
| 2024-03-31 | $498k | 4.5k | 110.52 |
| 2023-12-31 | $547k | 5.1k | 108.25 |
| 2023-09-30 | $477k | 5.1k | 94.33 |
| 2023-06-30 | $851k | 8.5k | 99.65 |
| 2023-03-31 | $1.0M | 11k | 96.70 |
| 2022-12-31 | $1.2M | 12k | 94.64 |
| 2022-09-30 | $1.1M | 13k | 87.18 |
| 2022-06-30 | $1.6M | 18k | 92.39 |
| 2022-03-31 | $1.9M | 18k | 107.91 |
| 2021-12-31 | $2.0M | 18k | 114.53 |
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