iShares S&P SmallCap 600 Index shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb 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 SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $53M | 578k | 91.90 |
| 2020-09-30 | $41M | 576k | 70.23 |
| 2020-06-30 | $38M | 562k | 68.29 |
| 2020-03-31 | $1.4M | 24k | 56.13 |
| 2019-12-31 | $1.6M | 19k | 83.83 |
| 2019-09-30 | $1.6M | 21k | 77.86 |
| 2019-06-30 | $1.6M | 21k | 78.26 |
| 2019-03-31 | $1.6M | 21k | 77.15 |
| 2018-12-31 | $1.5M | 21k | 69.30 |
| 2018-09-30 | $1.2M | 14k | 87.25 |
| 2018-06-30 | $1.1M | 13k | 83.45 |
| 2018-03-31 | $1.1M | 15k | 74.21 |
| 2017-12-31 | $1.1M | 15k | 76.83 |
| 2017-09-30 | $1.1M | 15k | 74.21 |
| 2017-06-30 | $975k | 14k | 70.13 |
| 2017-03-31 | $818k | 12k | 69.16 |
| 2016-12-31 | $828k | 6.0k | 137.45 |
| 2016-09-30 | $723k | 5.8k | 124.18 |
| 2016-06-30 | $670k | 5.8k | 116.22 |
| 2016-03-31 | $547k | 4.9k | 112.67 |
| 2015-12-31 | $538k | 4.9k | 110.20 |
| 2015-09-30 | $545k | 5.1k | 106.61 |
| 2015-06-30 | $385k | 3.3k | 117.92 |
| 2015-03-31 | $229k | 1.9k | 118.22 |
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