iShares S&P SmallCap 600 Index shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $697k | 6.0k | 116.96 |
| 2024-06-30 | $654k | 6.1k | 106.67 |
| 2024-03-31 | $676k | 6.1k | 110.52 |
| 2023-12-31 | $652k | 6.0k | 108.25 |
| 2023-09-30 | $568k | 6.0k | 94.33 |
| 2023-06-30 | $583k | 5.8k | 99.65 |
| 2023-03-31 | $568k | 5.9k | 96.70 |
| 2022-12-31 | $556k | 5.9k | 94.64 |
| 2022-09-30 | $510k | 5.8k | 87.21 |
| 2022-06-30 | $524k | 5.7k | 92.47 |
| 2022-03-31 | $611k | 5.7k | 107.82 |
| 2021-12-31 | $473k | 4.1k | 114.53 |
| 2021-09-30 | $378k | 3.5k | 109.31 |
| 2019-03-31 | $285k | 3.7k | 77.21 |
| 2018-12-31 | $287k | 4.1k | 69.81 |
| 2018-09-30 | $357k | 4.3k | 83.70 |
| 2018-06-30 | $360k | 4.3k | 84.41 |
| 2018-03-31 | $321k | 4.2k | 77.22 |
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