iShares S&P SmallCap 600 Index shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.6M | 31k | 115.22 |
| 2024-09-30 | $3.6M | 31k | 116.96 |
| 2024-06-30 | $3.0M | 28k | 106.66 |
| 2024-03-31 | $2.9M | 27k | 110.52 |
| 2023-12-31 | $2.6M | 24k | 108.25 |
| 2023-09-30 | $1.9M | 20k | 94.33 |
| 2023-06-30 | $1.8M | 19k | 99.65 |
| 2023-03-31 | $1.7M | 17k | 96.70 |
| 2022-12-31 | $1.4M | 15k | 94.64 |
| 2022-09-30 | $1.1M | 13k | 87.21 |
| 2022-06-30 | $200k | 2.2k | 92.29 |
| 2022-03-31 | $234k | 2.2k | 107.98 |
| 2021-12-31 | $268k | 2.3k | 114.43 |
| 2021-09-30 | $272k | 2.5k | 109.15 |
| 2021-06-30 | $319k | 2.8k | 113.04 |
| 2021-03-31 | $320k | 2.9k | 108.59 |
| 2020-12-31 | $320k | 3.2k | 101.20 |
| 2020-09-30 | $313k | 4.5k | 70.26 |
| 2020-06-30 | $609k | 8.9k | 68.30 |
| 2020-03-31 | $746k | 13k | 56.12 |
| 2019-12-31 | $1.2M | 15k | 83.85 |
| 2019-09-30 | $1.2M | 15k | 81.28 |
| 2019-06-30 | $1.0M | 13k | 79.24 |
| 2019-03-31 | $1.0M | 13k | 77.16 |
| 2018-12-31 | $946k | 14k | 69.34 |
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