iShares S&P SmallCap 600 Index shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 21k | 116.97 |
| 2024-06-30 | $1.9M | 18k | 106.67 |
| 2024-03-31 | $2.2M | 20k | 110.50 |
| 2023-12-31 | $2.2M | 20k | 108.25 |
| 2023-09-30 | $1.9M | 20k | 95.76 |
| 2023-06-30 | $1.2M | 12k | 99.62 |
| 2023-03-31 | $1.2M | 12k | 96.74 |
| 2022-12-31 | $1.2M | 12k | 94.64 |
| 2022-09-30 | $1.1M | 12k | 86.79 |
| 2022-06-30 | $1.3M | 19k | 72.75 |
Top funds holding iShares S&P SmallCap 600 Index
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