iShares S&P SmallCap 600 Index shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group 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 Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Shared Vision Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $500k | 4.3k | 116.96 |
2024-06-30 | $455k | 4.3k | 106.66 |
2024-03-31 | $477k | 4.3k | 110.53 |
2023-12-31 | $517k | 4.8k | 108.24 |
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