iShares S&P SmallCap 600 Index shares owned by Welch Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Welch Group
from 13F filings
Historical chart of Welch Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Welch Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 2.9k | 118.85 |
| 2025-06-30 | $201k | 1.8k | 109.32 |
| 2024-12-31 | $233k | 2.0k | 115.00 |
| 2024-09-30 | $237k | 2.0k | 116.99 |
| 2024-06-30 | $216k | 2.0k | 106.68 |
| 2024-03-31 | $301k | 2.7k | 110.54 |
| 2023-12-31 | $333k | 3.1k | 108.27 |
| 2023-09-30 | $384k | 4.1k | 94.34 |
| 2023-06-30 | $436k | 4.4k | 99.66 |
| 2023-03-31 | $426k | 4.4k | 96.71 |
| 2022-12-31 | $472k | 5.0k | 94.65 |
| 2022-06-30 | $472k | 5.1k | 92.44 |
| 2022-03-31 | $436k | 4.0k | 107.95 |
| 2021-12-31 | $463k | 4.0k | 114.63 |
| 2021-09-30 | $231k | 2.1k | 109.27 |
| 2021-06-30 | $260k | 2.3k | 113.09 |
| 2021-03-31 | $579k | 5.3k | 108.47 |
| 2020-12-31 | $382k | 4.2k | 91.78 |
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