iShares S&P SmallCap 600 Index shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $411k | 3.5k | 116.97 |
| 2024-06-30 | $388k | 3.6k | 106.65 |
| 2024-03-31 | $521k | 4.7k | 110.53 |
| 2023-12-31 | $70M | 665k | 105.23 |
| 2023-09-30 | $397k | 4.2k | 94.80 |
| 2023-06-30 | $415k | 4.2k | 99.66 |
| 2023-03-31 | $620k | 6.4k | 96.74 |
| 2022-12-31 | $613k | 6.5k | 94.64 |
| 2022-09-30 | $216k | 2.5k | 87.27 |
| 2022-06-30 | $206k | 2.2k | 92.21 |
| 2022-03-31 | $242k | 2.2k | 107.80 |
| 2021-12-31 | $249k | 2.2k | 114.38 |
| 2021-09-30 | $238k | 2.2k | 109.07 |
| 2021-06-30 | $254k | 2.3k | 112.74 |
| 2021-03-31 | $214k | 2.0k | 108.57 |
| 2020-03-31 | $243k | 4.3k | 56.19 |
| 2019-12-31 | $1.4M | 16k | 83.87 |
| 2019-09-30 | $1.3M | 16k | 77.84 |
| 2019-06-30 | $4.5M | 57k | 78.28 |
| 2019-03-31 | $4.6M | 59k | 77.75 |
| 2018-12-31 | $3.9M | 56k | 69.32 |
| 2018-09-30 | $1.9M | 22k | 87.24 |
| 2018-06-30 | $2.0M | 24k | 83.46 |
| 2018-03-31 | $1.9M | 25k | 78.60 |
| 2017-12-31 | $1.8M | 24k | 77.74 |
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