iShares S&P SmallCap 600 Index shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 35k | 117.14 |
| 2024-06-30 | $4.5M | 38k | 116.83 |
| 2024-03-31 | $4.1M | 40k | 102.98 |
| 2023-12-31 | $4.4M | 42k | 106.43 |
| 2023-09-30 | $4.0M | 43k | 92.93 |
| 2023-06-30 | $4.6M | 45k | 100.28 |
| 2023-03-31 | $4.4M | 46k | 95.64 |
| 2022-12-31 | $6.5M | 64k | 100.84 |
| 2022-09-30 | $6.6M | 72k | 92.20 |
| 2022-06-30 | $7.8M | 77k | 101.90 |
| 2022-03-31 | $6.1M | 59k | 103.79 |
| 2021-12-31 | $7.2M | 64k | 113.16 |
| 2021-09-30 | $7.0M | 63k | 112.01 |
| 2021-06-30 | $6.6M | 61k | 107.52 |
| 2021-03-31 | $6.7M | 61k | 110.56 |
| 2020-12-31 | $6.5M | 62k | 104.21 |
| 2020-09-30 | $7.2M | 98k | 73.54 |
| 2020-06-30 | $8.4M | 111k | 75.78 |
| 2020-03-31 | $3.6M | 62k | 57.29 |
| 2019-12-31 | $4.5M | 54k | 83.76 |
| 2019-09-30 | $4.2M | 52k | 82.03 |
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