iShares S&P SmallCap 600 Index shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 24k | 116.96 |
| 2024-06-30 | $2.5M | 24k | 106.66 |
| 2024-03-31 | $2.8M | 25k | 110.52 |
| 2023-12-31 | $9.2M | 85k | 108.25 |
| 2023-09-30 | $13M | 132k | 94.33 |
| 2023-06-30 | $13M | 130k | 99.65 |
| 2023-03-31 | $13M | 130k | 96.70 |
| 2022-12-31 | $13M | 135k | 94.64 |
| 2022-09-30 | $10M | 117k | 87.19 |
| 2022-06-30 | $7.5M | 81k | 92.41 |
| 2022-03-31 | $9.6M | 89k | 107.88 |
| 2021-12-31 | $10M | 90k | 114.51 |
| 2021-09-30 | $7.2M | 66k | 109.18 |
| 2021-06-30 | $6.9M | 62k | 112.97 |
| 2021-03-31 | $6.3M | 58k | 108.53 |
| 2020-12-31 | $3.4M | 37k | 91.89 |
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