iShares S&P SmallCap 600 Index shares owned by Altus Wealth Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Altus Wealth Group
from 13F filings
Historical chart of Altus Wealth Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Altus Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $399k | 3.6k | 110.52 |
| 2023-12-31 | $402k | 3.7k | 108.25 |
| 2023-09-30 | $375k | 4.0k | 94.32 |
| 2023-06-30 | $377k | 3.8k | 99.64 |
| 2023-03-31 | $368k | 3.8k | 96.70 |
| 2022-12-31 | $361k | 3.8k | 94.64 |
| 2022-09-30 | $2.1M | 19k | 109.19 |
| 2022-06-30 | $2.1M | 19k | 109.19 |
| 2022-03-31 | $405k | 3.8k | 107.88 |
| 2021-12-31 | $2.7M | 24k | 114.52 |
| 2021-09-30 | $2.1M | 19k | 109.19 |
| 2021-06-30 | $2.4M | 21k | 112.97 |
| 2021-03-31 | $2.3M | 21k | 111.30 |
| 2020-12-31 | $1.9M | 20k | 91.88 |
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