iShares S&P SmallCap 600 Index shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $563k | 4.8k | 116.96 |
| 2024-06-30 | $513k | 4.8k | 106.66 |
| 2024-03-31 | $533k | 4.8k | 110.52 |
| 2023-12-31 | $522k | 4.8k | 108.25 |
| 2023-09-30 | $455k | 4.8k | 94.33 |
| 2023-06-30 | $480k | 4.8k | 99.65 |
| 2023-03-31 | $466k | 4.8k | 97.29 |
| 2022-12-31 | $460k | 4.9k | 94.64 |
| 2022-09-30 | $426k | 4.9k | 87.17 |
| 2022-06-30 | $467k | 5.1k | 92.38 |
| 2022-03-31 | $556k | 5.2k | 107.86 |
| 2021-12-31 | $584k | 5.1k | 114.33 |
Top funds holding iShares S&P SmallCap 600 Index
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