iShares S&P SmallCap 600 Index shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak 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 Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $584k | 5.3k | 110.52 |
| 2023-12-31 | $574k | 5.3k | 108.26 |
| 2023-09-30 | $501k | 5.3k | 94.78 |
| 2023-06-30 | $556k | 5.6k | 99.64 |
| 2023-03-31 | $247k | 2.6k | 96.71 |
| 2022-12-31 | $3.3M | 34k | 94.64 |
| 2022-09-30 | $3.6M | 42k | 87.19 |
| 2022-06-30 | $367k | 4.0k | 92.35 |
| 2022-03-31 | $7.1M | 66k | 107.89 |
| 2021-12-31 | $9.0M | 79k | 114.51 |
| 2021-09-30 | $10M | 91k | 109.19 |
| 2021-06-30 | $12M | 105k | 112.98 |
| 2021-03-31 | $10M | 96k | 108.53 |
| 2020-12-31 | $391k | 4.3k | 91.98 |
| 2020-09-30 | $7.7M | 110k | 70.23 |
| 2020-06-30 | $215k | 3.1k | 68.28 |
| 2019-12-31 | $634k | 7.6k | 83.82 |
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