iShares S&P SmallCap 600 Index shares owned by Wealthspan Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $302k | 2.8k | 108.25 |
| 2023-09-30 | $437k | 4.6k | 94.33 |
| 2023-06-30 | $682k | 6.8k | 99.65 |
| 2023-03-31 | $760k | 7.9k | 96.70 |
| 2022-12-31 | $758k | 8.0k | 94.64 |
| 2022-09-30 | $703k | 8.1k | 87.17 |
| 2022-06-30 | $751k | 8.1k | 92.43 |
| 2022-03-31 | $833k | 7.7k | 107.85 |
| 2021-12-31 | $817k | 7.1k | 114.57 |
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