iShares S&P SmallCap 600 Index shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 25k | 116.96 |
| 2024-06-30 | $2.7M | 26k | 106.66 |
| 2024-03-31 | $2.1M | 19k | 110.52 |
| 2023-12-31 | $1.9M | 17k | 108.25 |
| 2023-09-30 | $1.4M | 15k | 94.33 |
| 2023-06-30 | $1.5M | 15k | 99.65 |
| 2023-03-31 | $1.4M | 15k | 96.70 |
| 2022-12-31 | $1.5M | 15k | 94.64 |
| 2022-09-30 | $1.4M | 16k | 87.19 |
| 2022-06-30 | $1.1M | 12k | 92.40 |
| 2022-03-31 | $1.8M | 16k | 107.87 |
| 2021-12-31 | $1.6M | 14k | 114.48 |
| 2021-09-30 | $1.5M | 13k | 113.32 |
| 2021-06-30 | $1.3M | 11k | 112.56 |
| 2021-03-31 | $1.1M | 10k | 108.30 |
| 2020-12-31 | $628k | 6.8k | 91.93 |
| 2020-09-30 | $734k | 11k | 70.22 |
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