iShares S&P SmallCap 600 Index shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith 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 Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.7M | 43k | 108.25 |
| 2023-09-30 | $4.3M | 46k | 94.33 |
| 2023-06-30 | $4.8M | 48k | 99.65 |
| 2023-03-31 | $4.8M | 97 | 49026.32 |
| 2022-12-31 | $4.9M | 51k | 94.64 |
| 2022-09-30 | $4.4M | 51k | 87.18 |
| 2022-06-30 | $4.5M | 49k | 92.41 |
| 2022-03-31 | $1.7M | 16k | 107.89 |
| 2021-12-31 | $1.8M | 16k | 114.49 |
| 2021-09-30 | $2.0M | 18k | 109.20 |
| 2021-06-30 | $2.1M | 18k | 112.99 |
| 2021-03-31 | $2.0M | 19k | 108.52 |
| 2020-12-31 | $3.6M | 39k | 91.89 |
| 2020-09-30 | $3.3M | 46k | 70.22 |
| 2020-06-30 | $3.2M | 47k | 68.30 |
| 2020-03-31 | $1.3M | 23k | 56.12 |
| 2019-12-31 | $316k | 3.8k | 83.82 |
| 2019-09-30 | $295k | 3.8k | 77.90 |
| 2019-06-30 | $281k | 3.6k | 78.34 |
| 2019-03-31 | $277k | 3.6k | 77.24 |
| 2018-12-31 | $249k | 3.6k | 69.46 |
| 2018-09-30 | $313k | 3.6k | 87.33 |
| 2018-06-30 | $302k | 3.6k | 83.56 |
| 2018-03-31 | $211k | 2.7k | 77.04 |
| 2013-12-31 | $995k | 9.1k | 109.10 |
| 2013-09-30 | $926k | 9.3k | 99.78 |
| 2013-06-30 | $838k | 9.3k | 90.30 |
| 2013-03-31 | $813k | 9.3k | 87.04 |
| 2012-12-31 | $729k | 9.3k | 78.05 |
| 2012-09-30 | $643k | 8.3k | 77.10 |
| 2012-06-30 | $611k | 8.3k | 73.26 |
| 2012-03-31 | $636k | 8.3k | 76.26 |
| 2011-12-31 | $570k | 8.3k | 68.35 |
| 2011-09-30 | $488k | 8.3k | 58.51 |
| 2011-06-30 | $611k | 8.3k | 73.26 |
| 2011-03-31 | $613k | 8.3k | 73.50 |
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