iShares S&P SmallCap 600 Index shares owned by Wealthquest
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.6M | 42k | 108.25 |
| 2023-09-30 | $4.0M | 42k | 94.33 |
| 2023-06-30 | $4.2M | 42k | 99.65 |
| 2023-03-31 | $4.3M | 44k | 96.70 |
| 2022-12-31 | $4.5M | 47k | 94.64 |
| 2022-09-30 | $4.3M | 50k | 87.19 |
| 2022-06-30 | $4.8M | 52k | 92.40 |
| 2022-03-31 | $9.1M | 80k | 114.51 |
| 2021-12-31 | $9.1M | 80k | 114.51 |
| 2021-09-30 | $12M | 114k | 109.18 |
| 2021-06-30 | $17M | 147k | 112.98 |
| 2021-03-31 | $22M | 203k | 108.53 |
| 2020-12-31 | $22M | 235k | 91.90 |
| 2020-09-30 | $9.0M | 128k | 70.23 |
| 2020-06-30 | $6.7M | 98k | 68.28 |
| 2019-12-31 | $3.4M | 41k | 83.85 |
| 2019-09-30 | $3.3M | 42k | 77.82 |
| 2019-06-30 | $3.3M | 42k | 78.28 |
| 2019-03-31 | $3.2M | 42k | 77.13 |
| 2018-12-31 | $2.9M | 41k | 69.30 |
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