iShares S&P SmallCap 600 Index shares owned by Ullmann Financial
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Ullmann Financial
from 13F filings
Historical chart of Ullmann Financial investment in iShares S&P SmallCap 600 Index
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All positions including iShares S&P SmallCap 600 Index held by Ullmann Financial consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $2.6M | 22k | 115.22 |
2024-09-30 | $2.7M | 23k | 116.96 |
2024-03-31 | $2.4M | 22k | 110.52 |
2023-12-31 | $2.9M | 27k | 108.25 |
2023-09-30 | $2.6M | 27k | 94.33 |
2023-06-30 | $2.8M | 28k | 99.65 |
2023-03-31 | $2.8M | 29k | 96.70 |
2022-12-31 | $2.8M | 29k | 94.64 |
2022-09-30 | $2.5M | 29k | 87.18 |
2022-06-30 | $2.6M | 28k | 92.40 |
2022-03-31 | $3.1M | 28k | 107.89 |
2021-12-31 | $2.9M | 25k | 114.52 |
2021-09-30 | $2.7M | 25k | 109.20 |
2021-06-30 | $2.8M | 25k | 112.99 |
2021-03-31 | $2.8M | 26k | 108.52 |
2020-12-31 | $2.4M | 26k | 91.90 |
2020-09-30 | $2.2M | 31k | 70.22 |
2020-06-30 | $2.2M | 33k | 68.29 |
2017-06-30 | $63k | 901 | 69.92 |
2017-03-31 | $80k | 1.2k | 68.85 |
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