iShares S&P SmallCap 600 Index shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners 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 SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $447k | 3.0k | 148.31 |
| 2026-03-31 | $398k | 3.2k | 124.30 |
| 2025-12-31 | $393k | 3.3k | 120.17 |
| 2025-09-30 | $389k | 3.3k | 118.82 |
| 2025-06-30 | $359k | 3.3k | 109.28 |
| 2025-03-31 | $360k | 3.4k | 104.56 |
| 2024-12-31 | $442k | 3.8k | 115.21 |
| 2024-09-30 | $786k | 6.7k | 116.96 |
| 2024-06-30 | $1.0M | 9.5k | 106.66 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index