iShares S&P SmallCap 600 Index shares owned by Wealth Alliance
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 25k | 118.83 |
| 2025-06-30 | $2.8M | 25k | 109.29 |
| 2025-03-31 | $2.6M | 25k | 104.57 |
| 2024-12-31 | $2.9M | 26k | 115.22 |
| 2024-09-30 | $3.1M | 26k | 116.96 |
| 2024-06-30 | $2.5M | 23k | 106.66 |
| 2024-03-31 | $2.6M | 24k | 110.52 |
| 2023-12-31 | $2.6M | 24k | 108.25 |
| 2023-09-30 | $2.3M | 25k | 94.33 |
| 2023-06-30 | $2.5M | 26k | 99.65 |
| 2023-03-31 | $2.5M | 26k | 96.70 |
| 2022-12-31 | $3.9M | 41k | 94.64 |
| 2022-09-30 | $4.0M | 45k | 87.17 |
| 2022-06-30 | $2.5M | 27k | 92.42 |
| 2022-03-31 | $6.0M | 56k | 107.86 |
| 2021-12-31 | $7.0M | 61k | 114.52 |
| 2021-09-30 | $6.0M | 55k | 109.18 |
| 2021-06-30 | $6.4M | 57k | 112.97 |
| 2021-03-31 | $5.6M | 51k | 108.54 |
| 2020-12-31 | $4.3M | 47k | 91.72 |
| 2020-09-30 | $3.2M | 45k | 70.23 |
| 2020-06-30 | $3.0M | 44k | 68.30 |
| 2020-03-31 | $2.1M | 37k | 56.11 |
| 2019-12-31 | $2.4M | 29k | 83.86 |
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