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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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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
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