iShares S&P SmallCap 600 Index shares owned by WFA of San Diego
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by WFA of San Diego
from 13F filings
Historical chart of WFA of San Diego 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 WFA of San Diego consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by WFA of San Diego
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $855k | 7.3k | 116.95 |
2023-09-30 | $603k | 6.4k | 94.32 |
2023-06-30 | $648k | 6.5k | 99.64 |
2023-03-31 | $756k | 7.8k | 96.69 |
2022-12-31 | $800k | 8.4k | 94.63 |
2022-09-30 | $737k | 8.5k | 87.19 |
2022-06-30 | $751k | 8.1k | 92.42 |
2022-03-31 | $938k | 8.7k | 107.85 |
2021-12-31 | $1.2M | 11k | 114.53 |
2021-09-30 | $1.1M | 10k | 109.19 |
2021-06-30 | $1.1M | 9.6k | 112.93 |
2021-03-31 | $458k | 4.2k | 108.61 |
2020-06-30 | $237k | 2.8k | 84.34 |
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