iShares S&P SmallCap 600 Index shares owned by Shelton Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Shelton Wealth Management
from 13F filings
Historical chart of Shelton 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 Shelton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 21k | 116.96 |
| 2024-06-30 | $2.3M | 22k | 106.66 |
| 2024-03-31 | $2.5M | 22k | 110.52 |
| 2023-09-30 | $4.1M | 44k | 94.33 |
| 2023-06-30 | $4.3M | 43k | 99.65 |
| 2023-03-31 | $4.6M | 48k | 96.70 |
| 2022-12-31 | $4.8M | 51k | 94.64 |
| 2022-09-30 | $5.2M | 60k | 87.18 |
| 2022-06-30 | $5.5M | 60k | 92.40 |
| 2022-03-31 | $7.7M | 72k | 107.89 |
| 2021-12-31 | $7.4M | 65k | 114.51 |
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