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iShares S&P SmallCap 600 Index shares owned by SkyOak Wealt

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by SkyOak Wealt from 13F filings

Historical chart of SkyOak Wealt 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 SkyOak Wealt consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.0M 82k 110.52
2023-12-31 $8.6M 80k 108.25
2023-09-30 $7.1M 75k 94.33
2023-06-30 $7.1M 72k 99.65
2023-03-31 $5.8M 60k 96.70
2022-12-31 $5.2M 55k 94.64
2022-09-30 $4.1M 47k 87.19
2022-06-30 $3.9M 42k 92.41
2022-03-31 $4.7M 43k 107.87
2021-12-31 $4.7M 41k 114.52
2021-09-30 $4.0M 37k 109.19
2021-06-30 $4.1M 36k 112.97
2021-03-31 $3.6M 32k 112.04
2020-12-31 $2.9M 31k 91.91
2020-09-30 $2.2M 32k 70.23
2020-06-30 $1.6M 23k 68.28
2020-03-31 $695k 12k 56.10
2019-12-31 $858k 10k 83.85