iShares S&P SmallCap 600 Index shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 23k | 110.52 |
| 2023-12-31 | $2.6M | 24k | 108.25 |
| 2023-09-30 | $1.5M | 16k | 94.33 |
| 2023-06-30 | $1.6M | 16k | 99.65 |
| 2023-03-31 | $2.0M | 20k | 96.70 |
| 2022-12-31 | $2.0M | 21k | 94.64 |
| 2022-09-30 | $1.9M | 22k | 87.18 |
| 2022-06-30 | $2.5M | 27k | 92.40 |
| 2022-03-31 | $2.2M | 20k | 107.87 |
| 2021-12-31 | $2.1M | 19k | 114.50 |
| 2021-09-30 | $1.9M | 18k | 109.20 |
| 2021-06-30 | $2.0M | 18k | 113.12 |
| 2021-03-31 | $1.6M | 15k | 108.56 |
| 2020-12-31 | $1.4M | 15k | 91.91 |
| 2020-09-30 | $868k | 12k | 70.22 |
| 2020-06-30 | $521k | 7.6k | 68.26 |
| 2020-03-31 | $310k | 5.5k | 56.08 |
| 2019-12-31 | $212k | 2.5k | 83.79 |
| 2018-09-30 | $212k | 2.4k | 87.10 |
| 2017-12-31 | $130k | 1.7k | 77.01 |
| 2017-09-30 | $125k | 1.7k | 74.05 |
| 2015-06-30 | $111k | 944 | 117.58 |
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