iShares S&P SmallCap 600 Index shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners 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 Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.4M | 32k | 108.25 |
| 2023-09-30 | $4.6M | 48k | 94.33 |
| 2023-06-30 | $6.2M | 62k | 99.65 |
| 2023-03-31 | $6.9M | 71k | 96.70 |
| 2022-12-31 | $17M | 180k | 94.64 |
| 2022-09-30 | $17M | 200k | 87.19 |
| 2022-06-30 | $8.2M | 89k | 92.41 |
| 2022-03-31 | $23M | 213k | 107.88 |
| 2021-12-31 | $25M | 219k | 114.51 |
| 2021-09-30 | $22M | 204k | 109.19 |
| 2021-06-30 | $23M | 204k | 112.98 |
| 2021-03-31 | $21M | 193k | 108.53 |
| 2020-12-31 | $11M | 123k | 91.90 |
| 2020-09-30 | $17M | 242k | 70.23 |
| 2020-06-30 | $17M | 254k | 68.29 |
| 2020-03-31 | $3.6M | 65k | 56.11 |
| 2019-12-31 | $6.0M | 72k | 83.84 |
| 2019-09-30 | $4.6M | 59k | 77.84 |
| 2019-06-30 | $4.9M | 62k | 78.29 |
| 2019-03-31 | $4.7M | 61k | 77.14 |
| 2018-12-31 | $3.6M | 52k | 69.32 |
| 2018-09-30 | $5.6M | 64k | 87.24 |
| 2018-06-30 | $6.1M | 74k | 83.46 |
| 2018-03-31 | $4.1M | 59k | 69.16 |
| 2017-12-31 | $6.1M | 80k | 76.81 |
| 2017-09-30 | $5.6M | 76k | 74.23 |
| 2017-06-30 | $4.8M | 68k | 70.11 |
| 2017-03-31 | $4.1M | 59k | 69.16 |
| 2016-12-31 | $3.7M | 27k | 137.53 |
| 2016-09-30 | $3.3M | 26k | 124.15 |
| 2016-06-30 | $2.9M | 25k | 116.22 |
| 2016-03-31 | $2.7M | 24k | 112.55 |
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index