iShares S&P SmallCap 600 Index shares owned by Wealth Management Associates
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $213k | 1.8k | 118.82 |
| 2025-03-31 | $229k | 2.2k | 104.59 |
| 2024-12-31 | $252k | 2.2k | 115.20 |
| 2024-09-30 | $256k | 2.2k | 116.94 |
| 2021-12-31 | $205k | 1.8k | 114.54 |
| 2021-09-30 | $224k | 2.1k | 109.21 |
| 2021-06-30 | $261k | 2.3k | 113.00 |
| 2021-03-31 | $250k | 2.3k | 108.55 |
| 2020-12-31 | $212k | 2.3k | 91.92 |
| 2019-12-31 | $429k | 5.1k | 83.85 |
| 2019-09-30 | $407k | 5.2k | 77.84 |
| 2019-06-30 | $381k | 4.9k | 78.28 |
| 2019-03-31 | $359k | 4.6k | 77.15 |
| 2018-12-31 | $238k | 3.4k | 69.32 |
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