iShares S&P SmallCap 600 Index shares owned by Willner & Heller
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $443k | 3.7k | 118.83 |
| 2025-06-30 | $417k | 3.8k | 109.30 |
| 2025-03-31 | $430k | 4.1k | 104.56 |
| 2024-12-31 | $474k | 4.1k | 115.23 |
| 2024-09-30 | $504k | 4.3k | 116.97 |
| 2024-06-30 | $460k | 4.3k | 106.65 |
| 2024-03-31 | $474k | 4.3k | 110.52 |
| 2023-12-31 | $462k | 4.3k | 108.25 |
| 2022-12-31 | $395k | 4.2k | 94.64 |
| 2022-09-30 | $353k | 4.0k | 87.27 |
| 2022-06-30 | $370k | 4.0k | 92.50 |
| 2022-03-31 | $536k | 4.7k | 114.51 |
| 2021-12-31 | $588k | 5.4k | 109.25 |
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