iShares S&P SmallCap 600 Index shares owned by SFG Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by SFG Wealth Management
from 13F filings
Historical chart of SFG 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 SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $522k | 4.4k | 118.84 |
| 2025-06-30 | $479k | 4.4k | 109.29 |
| 2025-03-31 | $248k | 2.4k | 104.59 |
| 2024-12-31 | $264k | 2.3k | 115.23 |
| 2024-09-30 | $249k | 2.1k | 116.99 |
| 2024-06-30 | $255k | 2.4k | 106.67 |
| 2024-03-31 | $275k | 2.5k | 110.52 |
| 2023-12-31 | $301k | 2.8k | 108.26 |
| 2023-09-30 | $232k | 2.5k | 94.33 |
| 2023-06-30 | $269k | 2.7k | 99.65 |
| 2023-03-31 | $262k | 2.7k | 96.70 |
| 2022-12-31 | $256k | 2.7k | 94.65 |
| 2022-09-30 | $234k | 2.7k | 87.25 |
| 2022-06-30 | $290k | 3.1k | 92.33 |
| 2022-03-31 | $313k | 2.9k | 107.75 |
| 2021-12-31 | $318k | 2.8k | 114.64 |
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