iShares S&P SmallCap 600 Index shares owned by Towerpoint Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Towerpoint Wealth
from 13F filings
Historical chart of Towerpoint Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Towerpoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $286k | 2.4k | 116.98 |
| 2024-06-30 | $201k | 1.9k | 106.64 |
| 2024-03-31 | $208k | 1.9k | 110.52 |
| 2023-12-31 | $206k | 1.9k | 108.23 |
| 2022-12-31 | $304k | 3.2k | 94.63 |
| 2022-09-30 | $279k | 3.2k | 87.30 |
| 2022-06-30 | $287k | 3.1k | 92.52 |
| 2022-03-31 | $346k | 3.2k | 107.72 |
| 2021-12-31 | $349k | 3.1k | 114.43 |
| 2021-09-30 | $331k | 3.0k | 109.13 |
| 2021-06-30 | $343k | 3.0k | 113.09 |
| 2021-03-31 | $364k | 3.4k | 108.62 |
| 2020-12-31 | $322k | 3.5k | 91.84 |
| 2019-09-30 | $163k | 2.1k | 77.77 |
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