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iShares S&P SmallCap 600 Index shares owned by Wealth Dimensions Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wealth Dimensions Group from 13F filings

Historical chart of Wealth Dimensions Group 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 Wealth Dimensions Group 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 Wealth Dimensions Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 8.9k 116.96
2024-06-30 $947k 8.9k 106.65
2024-03-31 $974k 8.8k 110.53
2023-12-31 $953k 8.8k 108.25
2023-09-30 $859k 9.1k 94.33
2023-06-30 $898k 9.0k 99.65
2023-03-31 $879k 9.1k 96.70
2022-12-31 $855k 9.0k 94.64
2022-09-30 $787k 9.0k 87.15
2022-06-30 $800k 8.7k 92.38
2022-03-31 $950k 8.8k 107.86
2021-12-31 $1.0M 8.8k 114.53
2021-09-30 $932k 8.5k 109.24
2021-06-30 $948k 8.4k 112.98
2021-03-31 $915k 8.4k 108.52
2020-12-31 $689k 7.5k 91.84