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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Univest National Bank and Trust consolidated in one spreadsheet with up to 7 years of data

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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
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