iShares S&P SmallCap 600 Index shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $102k | 885 | 115.22 |
| 2024-09-30 | $104k | 885 | 116.96 |
| 2024-06-30 | $94k | 885 | 106.66 |
| 2024-03-31 | $113k | 1.0k | 110.52 |
| 2023-12-31 | $147k | 1.4k | 108.25 |
| 2023-09-30 | $128k | 1.4k | 94.30 |
| 2023-06-30 | $147k | 1.5k | 99.62 |
| 2023-03-31 | $143k | 1.5k | 96.72 |
| 2022-12-31 | $167k | 1.8k | 94.65 |
| 2022-09-30 | $154k | 1.8k | 87.45 |
| 2022-06-30 | $163k | 1.8k | 92.67 |
| 2022-03-31 | $190k | 1.8k | 108.08 |
| 2021-12-31 | $203k | 1.8k | 114.50 |
| 2021-09-30 | $210k | 1.9k | 109.38 |
| 2021-06-30 | $217k | 1.9k | 113.08 |
| 2021-03-31 | $208k | 1.9k | 108.45 |
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