iShares S&P SmallCap 600 Index shares owned by Watershed Private Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Watershed Private Wealth
from 13F filings
Historical chart of Watershed Private Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Watershed Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $796k | 6.8k | 116.96 |
| 2024-06-30 | $879k | 8.2k | 106.66 |
| 2024-03-31 | $1.3M | 11k | 110.52 |
| 2023-12-31 | $4.1M | 38k | 108.25 |
| 2023-09-30 | $3.5M | 37k | 94.33 |
| 2023-06-30 | $3.6M | 36k | 99.65 |
| 2023-03-31 | $3.3M | 35k | 96.70 |
| 2022-12-31 | $3.3M | 35k | 94.64 |
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