iShares S&P SmallCap 600 Index shares owned by SWMG
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by SWMG
from 13F filings
Historical chart of SWMG investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by SWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $781k | 6.5k | 120.10 |
| 2025-06-30 | $1.4M | 13k | 112.80 |
| 2025-03-31 | $681k | 6.8k | 99.85 |
| 2024-12-31 | $3.5M | 30k | 118.92 |
| 2024-09-30 | $2.5M | 21k | 123.27 |
| 2024-06-30 | $1.9M | 18k | 106.66 |
| 2024-03-31 | $1.9M | 18k | 110.52 |
| 2023-12-31 | $2.1M | 19k | 108.25 |
| 2023-09-30 | $1.2M | 12k | 94.33 |
| 2023-06-30 | $1.1M | 11k | 99.65 |
| 2023-03-31 | $2.2M | 23k | 96.70 |
| 2022-12-31 | $4.4M | 46k | 94.64 |
| 2022-09-30 | $4.3M | 49k | 87.19 |
| 2022-03-31 | $4.2M | 39k | 107.89 |
| 2021-12-31 | $5.5M | 48k | 114.51 |
| 2021-09-30 | $4.7M | 43k | 109.20 |
| 2021-06-30 | $4.3M | 38k | 112.99 |
| 2021-03-31 | $3.6M | 33k | 108.53 |
| 2020-12-31 | $3.4M | 34k | 99.31 |
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