iShares S&P SmallCap 600 Index shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 9.9k | 116.96 |
| 2024-06-30 | $1.1M | 10k | 106.66 |
| 2024-03-31 | $1.2M | 11k | 110.52 |
| 2023-12-31 | $1.2M | 11k | 108.25 |
| 2023-09-30 | $1.0M | 11k | 94.33 |
| 2023-06-30 | $1.2M | 12k | 99.65 |
| 2023-03-31 | $1.1M | 12k | 96.70 |
| 2022-12-31 | $1.4M | 14k | 94.64 |
| 2022-09-30 | $1.2M | 14k | 87.17 |
| 2022-06-30 | $1.1M | 12k | 92.45 |
| 2022-03-31 | $1.6M | 15k | 107.86 |
| 2021-12-31 | $1.8M | 15k | 114.52 |
| 2021-09-30 | $371k | 3.4k | 109.09 |
| 2021-06-30 | $414k | 3.8k | 108.58 |
| 2021-03-31 | $414k | 3.8k | 108.58 |
| 2020-12-31 | $351k | 3.8k | 91.88 |
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