iShares S&P SmallCap 600 Index shares owned by Truepoint
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Truepoint
from 13F filings
Historical chart of Truepoint investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Truepoint
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $752k | 6.4k | 116.96 |
| 2024-06-30 | $681k | 6.4k | 106.66 |
| 2024-03-31 | $666k | 6.0k | 110.52 |
| 2023-12-31 | $698k | 6.4k | 108.25 |
| 2023-09-30 | $692k | 7.3k | 94.33 |
| 2023-06-30 | $681k | 6.8k | 99.65 |
| 2023-03-31 | $609k | 6.3k | 96.70 |
| 2022-12-31 | $556k | 5.9k | 94.64 |
| 2022-09-30 | $582k | 6.7k | 87.16 |
| 2022-06-30 | $654k | 7.1k | 92.41 |
| 2022-03-31 | $778k | 7.2k | 107.92 |
| 2021-12-31 | $903k | 7.9k | 114.51 |
| 2021-09-30 | $855k | 7.8k | 109.25 |
| 2021-06-30 | $857k | 7.6k | 112.97 |
| 2021-03-31 | $790k | 7.3k | 108.56 |
| 2020-12-31 | $630k | 6.9k | 91.85 |
| 2019-12-31 | $1.3M | 15k | 83.82 |
| 2019-09-30 | $1.2M | 15k | 77.86 |
| 2019-06-30 | $1.3M | 16k | 78.27 |
| 2019-03-31 | $1.5M | 20k | 77.15 |
| 2018-12-31 | $1.2M | 17k | 69.31 |
| 2018-09-30 | $1.0M | 12k | 87.23 |
| 2018-06-30 | $986k | 12k | 83.49 |
| 2018-03-31 | $14k | 1.1k | 12.98 |
| 2017-12-31 | $879k | 11k | 76.85 |
| 2017-09-30 | $674k | 674k | 1.00 |
| 2017-06-30 | $1.2M | 18k | 70.08 |
| 2017-03-31 | $837k | 12k | 69.13 |
| 2016-12-31 | $884k | 13k | 69.69 |
| 2016-09-30 | $983k | 7.9k | 124.21 |
| 2016-06-30 | $1.2M | 9.9k | 116.18 |
| 2016-03-31 | $1.1M | 9.9k | 112.56 |
| 2015-12-31 | $1.1M | 9.7k | 110.07 |
| 2015-09-30 | $723k | 6.8k | 106.64 |
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