Western Wealth Management »

iShares S&P SmallCap 600 Index shares owned by Western Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Western Wealth Management from 13F filings

Historical chart of Western Wealth Management 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 Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 46k 116.96
2024-06-30 $4.7M 44k 106.66
2024-03-31 $5.1M 46k 110.52
2023-12-31 $4.9M 46k 108.25
2023-09-30 $4.1M 43k 94.33
2023-06-30 $4.5M 45k 99.65
2023-03-31 $4.6M 48k 96.70
2022-12-31 $4.6M 49k 94.64
2022-09-30 $9.2M 105k 87.59
2022-06-30 $8.6M 93k 92.43
2022-03-31 $11M 105k 107.88
2021-12-31 $6.7M 59k 114.53
2021-06-30 $6.0M 53k 113.02
2021-03-31 $5.0M 46k 108.54
2020-12-31 $4.1M 44k 91.89
2020-09-30 $3.5M 50k 70.25
2020-06-30 $3.7M 54k 68.29
2020-03-31 $3.0M 53k 56.22
2019-12-31 $5.0M 59k 83.84
2019-09-30 $4.8M 61k 78.01
2019-06-30 $5.2M 67k 78.28
2019-03-31 $5.2M 68k 77.19
2018-12-31 $5.1M 74k 69.26