iShares S&P SmallCap 600 Index shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.6M | 58k | 115.22 |
| 2024-09-30 | $9.0M | 77k | 116.96 |
| 2024-06-30 | $8.5M | 80k | 106.66 |
| 2024-03-31 | $9.3M | 84k | 110.53 |
| 2023-12-31 | $8.6M | 80k | 108.25 |
| 2023-09-30 | $7.8M | 82k | 94.79 |
| 2023-06-30 | $6.6M | 66k | 99.64 |
| 2023-03-31 | $3.2M | 33k | 96.69 |
| 2022-12-31 | $6.4M | 67k | 94.65 |
| 2022-09-30 | $3.0M | 35k | 87.18 |
| 2021-12-31 | $4.9M | 43k | 114.51 |
| 2021-09-30 | $4.2M | 39k | 109.20 |
| 2021-06-30 | $4.3M | 38k | 112.97 |
| 2021-03-31 | $8.1M | 73k | 111.97 |
| 2020-12-31 | $5.6M | 61k | 91.89 |
| 2020-09-30 | $4.1M | 59k | 70.24 |
| 2020-06-30 | $4.2M | 61k | 68.29 |
| 2020-03-31 | $3.7M | 66k | 56.11 |
| 2019-12-31 | $4.8M | 58k | 83.85 |
| 2019-09-30 | $8.8M | 113k | 77.84 |
| 2019-03-31 | $8.6M | 111k | 77.15 |
| 2018-12-31 | $12M | 174k | 69.32 |
| 2018-06-30 | $16M | 179k | 86.83 |
| 2018-03-31 | $9.8M | 125k | 78.35 |
| 2017-12-31 | $5.7M | 73k | 78.91 |
| 2017-09-30 | $9.4M | 127k | 74.33 |
| 2017-06-30 | $8.4M | 120k | 69.88 |
| 2017-03-31 | $9.1M | 133k | 68.69 |
| 2016-12-31 | $7.2M | 103k | 70.44 |
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