iShares S&P SmallCap 600 Index shares owned by Symphony Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial 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 Symphony Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Symphony Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $222k | 1.9k | 115.96 |
2024-06-30 | $221k | 2.1k | 106.17 |
2024-03-31 | $204k | 1.8k | 110.50 |
2023-06-30 | $215k | 2.2k | 98.96 |
2022-12-31 | $249k | 2.5k | 99.64 |
2022-09-30 | $245k | 2.8k | 88.51 |
2022-03-31 | $728k | 7.2k | 101.06 |
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