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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

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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
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