iShares S&P SmallCap 600 Index shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management 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 Wagner Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Wagner Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $168k | 1.4k | 116.97 |
2024-06-30 | $227k | 2.1k | 106.66 |
2024-03-31 | $235k | 2.1k | 110.52 |
2023-12-31 | $226k | 2.1k | 108.25 |
2023-09-30 | $188k | 2.0k | 94.33 |
2023-06-30 | $143k | 1.4k | 99.65 |
2023-03-31 | $163k | 1.7k | 96.70 |
2022-12-31 | $133k | 1.4k | 94.64 |
2022-09-30 | $122k | 1.4k | 87.14 |
2022-06-30 | $129k | 1.4k | 92.14 |
2022-03-31 | $302k | 2.8k | 107.86 |
2021-12-31 | $165k | 1.4k | 114.58 |
2021-09-30 | $163k | 1.4k | 113.19 |
2021-06-30 | $170k | 1.5k | 112.88 |
2021-03-31 | $163k | 1.5k | 108.23 |
2020-12-31 | $138k | 1.5k | 91.63 |
2018-09-30 | $137k | 1.6k | 86.93 |
2018-06-30 | $132k | 1.6k | 83.76 |
2018-03-31 | $121k | 1.6k | 76.78 |
2017-12-31 | $125k | 1.6k | 79.31 |
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