iShares S&P SmallCap 600 Index shares owned by Stone Point Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 33k | 118.83 |
| 2025-06-30 | $3.8M | 35k | 109.29 |
| 2025-03-31 | $4.2M | 40k | 104.57 |
| 2024-12-31 | $4.6M | 40k | 115.22 |
| 2024-09-30 | $4.6M | 40k | 116.96 |
| 2024-06-30 | $4.0M | 38k | 106.66 |
| 2024-03-31 | $4.0M | 36k | 110.52 |
| 2023-12-31 | $3.5M | 32k | 108.25 |
| 2023-09-30 | $3.1M | 32k | 94.33 |
| 2023-06-30 | $3.3M | 33k | 99.65 |
| 2023-03-31 | $3.0M | 31k | 96.70 |
| 2022-12-31 | $2.9M | 31k | 94.64 |
| 2022-09-30 | $2.3M | 26k | 87.17 |
| 2022-06-30 | $2.2M | 24k | 92.42 |
| 2022-03-31 | $2.5M | 23k | 109.16 |
| 2021-12-31 | $2.2M | 20k | 114.49 |
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