iShares S&P SmallCap 600 Index shares owned by Wealth Management Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners 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 Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.2M | 28k | 115.22 |
| 2024-09-30 | $3.2M | 27k | 116.96 |
| 2024-06-30 | $2.9M | 27k | 106.66 |
| 2024-03-31 | $3.0M | 27k | 110.52 |
| 2023-12-31 | $3.2M | 29k | 108.25 |
| 2023-09-30 | $2.8M | 29k | 94.33 |
| 2023-06-30 | $3.0M | 30k | 99.65 |
| 2023-03-31 | $2.9M | 30k | 96.70 |
| 2022-12-31 | $2.8M | 29k | 95.28 |
| 2022-09-30 | $2.6M | 29k | 89.79 |
| 2022-06-30 | $2.8M | 30k | 92.60 |
| 2022-03-31 | $3.5M | 33k | 106.58 |
| 2021-12-31 | $3.5M | 31k | 113.32 |
| 2021-09-30 | $3.3M | 30k | 109.19 |
| 2021-06-30 | $3.4M | 30k | 112.97 |
| 2021-03-31 | $2.9M | 26k | 108.81 |
| 2020-12-31 | $1.6M | 16k | 101.34 |
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