iShares S&P SmallCap 600 Index shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $702k | 5.9k | 118.83 |
| 2025-06-30 | $889k | 8.1k | 109.29 |
| 2024-12-31 | $935k | 8.0k | 117.18 |
| 2024-09-30 | $1.1M | 9.0k | 116.96 |
| 2024-06-30 | $979k | 9.2k | 106.66 |
| 2024-03-31 | $993k | 9.0k | 110.52 |
| 2023-12-31 | $967k | 8.9k | 108.25 |
| 2023-09-30 | $937k | 9.9k | 94.33 |
| 2023-06-30 | $950k | 9.5k | 99.65 |
| 2023-03-31 | $528k | 5.5k | 96.70 |
| 2022-12-31 | $725k | 7.7k | 94.64 |
| 2022-09-30 | $814k | 9.3k | 87.19 |
| 2022-06-30 | $419k | 4.5k | 92.51 |
| 2022-03-31 | $626k | 5.8k | 107.88 |
| 2021-12-31 | $665k | 5.8k | 114.60 |
| 2021-09-30 | $694k | 6.4k | 109.22 |
| 2021-06-30 | $678k | 6.0k | 112.98 |
| 2020-03-31 | $297k | 3.5k | 83.87 |
| 2019-12-31 | $297k | 3.5k | 83.87 |
| 2019-09-30 | $288k | 3.7k | 77.75 |
| 2019-06-30 | $327k | 3.9k | 83.33 |
| 2019-03-31 | $784k | 10k | 76.09 |
| 2018-12-31 | $1.0M | 14k | 75.25 |
| 2018-09-30 | $282k | 3.2k | 87.28 |
| 2018-06-30 | $220k | 2.6k | 83.62 |
| 2018-03-31 | $208k | 2.7k | 76.98 |
| 2017-12-31 | $951k | 13k | 73.34 |
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