iShares S&P SmallCap 600 Index shares owned by Wambolt & Associates
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $223k | 1.9k | 115.45 |
| 2023-09-30 | $207k | 2.2k | 92.98 |
| 2023-06-30 | $228k | 2.3k | 99.65 |
| 2023-03-31 | $248k | 2.6k | 96.78 |
| 2022-12-31 | $242k | 2.6k | 94.62 |
| 2022-09-30 | $221k | 2.5k | 87.08 |
| 2022-06-30 | $233k | 2.5k | 92.28 |
| 2022-03-31 | $275k | 2.5k | 108.91 |
| 2021-12-31 | $341k | 3.0k | 114.43 |
| 2021-09-30 | $337k | 3.0k | 111.41 |
| 2021-06-30 | $338k | 3.0k | 113.77 |
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