iShares S&P SmallCap 600 Index shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $11M | 73k | 148.31 |
| 2026-03-31 | $621k | 5.0k | 124.31 |
| 2025-12-31 | $550k | 4.6k | 120.18 |
| 2025-09-30 | $553k | 4.7k | 118.83 |
| 2025-06-30 | $576k | 5.3k | 109.29 |
| 2025-03-31 | $625k | 6.0k | 104.57 |
| 2024-12-31 | $691k | 6.0k | 115.22 |
| 2024-09-30 | $765k | 6.5k | 116.96 |
| 2024-06-30 | $782k | 7.3k | 106.66 |
| 2024-03-31 | $906k | 8.2k | 110.52 |
| 2023-09-30 | $724k | 7.7k | 94.33 |
| 2023-06-30 | $762k | 7.6k | 99.65 |
| 2023-03-31 | $842k | 8.7k | 96.70 |
| 2022-12-31 | $844k | 8.9k | 94.64 |
| 2022-09-30 | $711k | 8.1k | 87.25 |
| 2022-06-30 | $735k | 8.0k | 92.39 |
| 2022-03-31 | $788k | 7.3k | 107.81 |
| 2021-12-31 | $980k | 8.6k | 114.50 |
| 2021-09-30 | $999k | 9.2k | 109.14 |
| 2021-06-30 | $1.0M | 9.1k | 113.02 |
| 2021-03-31 | $927k | 8.5k | 108.50 |
| 2020-12-31 | $780k | 8.5k | 91.86 |
| 2020-09-30 | $580k | 8.3k | 70.18 |
| 2020-06-30 | $935k | 14k | 68.27 |
| 2020-03-31 | $714k | 13k | 56.12 |
| 2019-12-31 | $1.2M | 14k | 83.82 |
| 2019-09-30 | $1.2M | 15k | 77.82 |
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