iShares S&P SmallCap 600 Index shares owned by WMS Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $42M | 388k | 108.25 |
| 2023-09-30 | $36M | 386k | 94.33 |
| 2023-06-30 | $35M | 352k | 99.65 |
| 2023-03-31 | $31M | 322k | 96.70 |
| 2022-12-31 | $26M | 269k | 94.64 |
| 2022-09-30 | $19M | 220k | 87.19 |
| 2022-06-30 | $12M | 125k | 92.41 |
| 2022-03-31 | $2.3M | 22k | 107.88 |
| 2021-12-31 | $1.4M | 12k | 114.49 |
| 2019-03-31 | $204k | 2.6k | 77.07 |
| 2018-12-31 | $234k | 3.4k | 69.37 |
| 2018-09-30 | $294k | 3.4k | 87.19 |
| 2018-06-30 | $263k | 3.2k | 83.44 |
| 2018-03-31 | $249k | 3.2k | 77.09 |
| 2017-12-31 | $248k | 3.2k | 76.78 |
| 2017-09-30 | $264k | 3.6k | 74.28 |
| 2017-06-30 | $249k | 3.6k | 70.06 |
| 2017-03-31 | $265k | 3.8k | 69.05 |
| 2012-03-31 | $82k | 1.1k | 72.95 |
| 2011-06-30 | $82k | 1.1k | 72.95 |
| 2010-12-31 | $76k | 1.1k | 67.62 |
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