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
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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 |
|---|---|---|---|
| 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 |
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