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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Towerpoint Wealth 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 Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
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