iShares S&P SmallCap 600 Index shares owned by Spire Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 47k | 118.83 |
| 2025-06-30 | $5.4M | 49k | 109.29 |
| 2025-03-31 | $7.2M | 69k | 104.57 |
| 2024-12-31 | $9.7M | 84k | 115.22 |
| 2024-09-30 | $12M | 105k | 116.96 |
| 2024-06-30 | $11M | 106k | 106.66 |
| 2024-03-31 | $13M | 113k | 110.52 |
| 2023-12-31 | $12M | 114k | 104.34 |
| 2023-09-30 | $12M | 130k | 94.33 |
| 2023-06-30 | $13M | 125k | 99.65 |
| 2023-03-31 | $12M | 123k | 96.68 |
| 2022-12-31 | $8.2M | 87k | 94.64 |
| 2022-09-30 | $7.8M | 89k | 87.20 |
| 2022-06-30 | $13M | 137k | 92.41 |
| 2022-03-31 | $25M | 235k | 107.97 |
| 2021-12-31 | $28M | 248k | 114.56 |
| 2021-09-30 | $26M | 240k | 109.14 |
| 2021-06-30 | $27M | 242k | 113.25 |
| 2021-03-31 | $25M | 234k | 108.74 |
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