iShares S&P SmallCap 600 Index shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 38k | 116.96 |
| 2024-06-30 | $4.0M | 37k | 106.66 |
| 2024-03-31 | $4.1M | 37k | 110.52 |
| 2023-09-30 | $3.7M | 39k | 94.33 |
| 2023-06-30 | $3.9M | 39k | 99.65 |
| 2023-03-31 | $4.0M | 41k | 96.70 |
| 2022-12-31 | $4.0M | 42k | 94.64 |
| 2022-09-30 | $3.8M | 44k | 87.18 |
| 2022-06-30 | $4.0M | 43k | 92.41 |
| 2022-03-31 | $4.7M | 44k | 107.88 |
| 2021-12-31 | $1.1M | 9.2k | 114.55 |
| 2021-09-30 | $961k | 8.8k | 109.22 |
| 2021-06-30 | $928k | 8.5k | 109.20 |
| 2021-03-31 | $752k | 6.9k | 108.58 |
| 2020-12-31 | $596k | 6.5k | 91.83 |
More positions owned by Wescott Financial Advisory Group
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