iShares S&P SmallCap 600 Index shares owned by Upper Left Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Upper Left Wealth Management
from 13F filings
Historical chart of Upper Left Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Upper Left Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $294k | 2.7k | 110.52 |
| 2023-12-31 | $368k | 3.4k | 108.25 |
| 2023-09-30 | $403k | 4.3k | 94.33 |
| 2023-06-30 | $341k | 3.4k | 99.65 |
| 2023-03-31 | $333k | 3.4k | 96.70 |
| 2022-12-31 | $333k | 3.5k | 94.64 |
| 2022-09-30 | $343k | 3.8k | 89.60 |
| 2022-06-30 | $496k | 5.4k | 92.38 |
| 2022-03-31 | $419k | 3.8k | 108.94 |
| 2021-12-31 | $478k | 4.1k | 115.77 |
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