iShares S&P SmallCap 600 Index shares owned by SWS Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by SWS Partners
from 13F filings
Historical chart of SWS Partners investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by SWS 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 SWS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.1M | 53k | 116.92 |
| 2024-06-30 | $5.4M | 51k | 106.66 |
| 2024-03-31 | $5.6M | 50k | 110.52 |
| 2023-09-30 | $4.5M | 48k | 94.33 |
| 2023-06-30 | $4.6M | 46k | 99.65 |
| 2023-03-31 | $4.4M | 46k | 96.70 |
| 2022-12-31 | $3.9M | 41k | 94.63 |
| 2022-09-30 | $3.5M | 40k | 87.18 |
| 2020-12-31 | $3.1M | 34k | 91.91 |
| 2020-09-30 | $2.6M | 37k | 70.23 |
| 2020-03-31 | $1.7M | 31k | 56.10 |
| 2019-09-30 | $36M | 463k | 77.49 |
| 2019-06-30 | $2.1M | 27k | 77.48 |
| 2018-12-31 | $1.4M | 20k | 69.33 |
| 2018-09-30 | $2.0M | 23k | 87.24 |
| 2018-06-30 | $1.8M | 22k | 83.47 |
| 2018-03-31 | $1.4M | 19k | 75.22 |
| 2017-12-31 | $1.1M | 14k | 76.83 |
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