iShares S&P SmallCap 600 Index shares owned by Winch Advisory Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $58k | 496 | 117.06 |
| 2024-06-30 | $53k | 496 | 106.75 |
| 2024-03-31 | $55k | 496 | 110.61 |
| 2023-12-31 | $54k | 496 | 108.34 |
| 2023-09-30 | $47k | 496 | 94.76 |
| 2017-06-30 | $263k | 3.8k | 70.13 |
| 2017-03-31 | $259k | 3.8k | 69.07 |
| 2016-12-31 | $258k | 1.9k | 137.60 |
| 2015-03-31 | $1.0k | 11 | 90.91 |
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