iShares S&P SmallCap 600 Index shares owned by Univest National Bank and Trust
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Univest National Bank and Trust
from 13F filings
Historical chart of Univest National Bank and Trust investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Univest National Bank and Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.6M | 22k | 120.18 |
| 2025-09-30 | $2.6M | 22k | 118.83 |
| 2025-06-30 | $1.6M | 15k | 109.29 |
| 2025-03-31 | $1.5M | 15k | 104.57 |
| 2024-12-31 | $2.8M | 25k | 115.22 |
| 2024-09-30 | $3.2M | 28k | 116.96 |
| 2024-06-30 | $2.9M | 28k | 106.66 |
| 2024-03-31 | $2.8M | 26k | 110.52 |
| 2023-12-31 | $2.8M | 26k | 108.25 |
| 2023-09-30 | $2.4M | 26k | 94.33 |
| 2023-06-30 | $2.6M | 26k | 99.65 |
| 2023-03-31 | $2.7M | 28k | 96.70 |
| 2022-12-31 | $2.7M | 29k | 94.64 |
| 2022-09-30 | $2.8M | 32k | 87.19 |
| 2022-06-30 | $3.0M | 32k | 92.41 |
| 2022-03-31 | $3.5M | 33k | 107.89 |
| 2021-12-31 | $3.8M | 33k | 115.22 |
| 2021-09-30 | $3.6M | 33k | 109.53 |
| 2021-06-30 | $3.7M | 33k | 112.38 |
| 2021-03-31 | $3.6M | 34k | 108.08 |
| 2020-12-31 | $3.2M | 35k | 92.15 |
| 2020-09-30 | $2.9M | 41k | 70.23 |
| 2020-06-30 | $2.8M | 41k | 68.29 |
| 2020-03-31 | $1.9M | 33k | 56.31 |
| 2019-09-30 | $2.6M | 34k | 77.84 |
| 2019-06-30 | $2.6M | 34k | 78.28 |
| 2019-03-31 | $2.6M | 33k | 77.16 |
| 2018-12-31 | $2.3M | 34k | 69.32 |
| 2018-09-30 | $3.0M | 34k | 87.24 |
More positions owned by Univest National Bank and Trust
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