iShares S&P SmallCap 600 Index shares owned by Wiser Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Wiser Wealth Management
from 13F filings
Historical chart of Wiser 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 Wiser Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 22k | 116.96 |
| 2024-06-30 | $2.3M | 22k | 106.66 |
| 2024-03-31 | $2.3M | 21k | 110.52 |
| 2023-12-31 | $2.2M | 21k | 104.64 |
| 2023-09-30 | $2.6M | 28k | 94.33 |
| 2023-06-30 | $2.7M | 27k | 99.65 |
| 2023-03-31 | $2.6M | 27k | 96.70 |
| 2022-12-31 | $2.7M | 29k | 94.64 |
| 2022-09-30 | $1.9M | 22k | 87.18 |
| 2022-06-30 | $2.1M | 22k | 92.39 |
| 2022-03-31 | $14M | 127k | 107.88 |
| 2021-12-31 | $13M | 112k | 114.51 |
| 2021-09-30 | $12M | 107k | 109.19 |
| 2021-06-30 | $11M | 93k | 112.98 |
| 2021-03-31 | $9.3M | 86k | 108.53 |
| 2020-12-31 | $9.2M | 100k | 91.90 |
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