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
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $360k | 3.0k | 120.18 |
| 2025-06-30 | $157k | 1.4k | 109.27 |
| 2025-03-31 | $150k | 1.4k | 104.54 |
| 2024-12-31 | $165k | 1.4k | 115.26 |
| 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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