iShares S&P SmallCap 600 Index shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $535k | 4.9k | 108.15 |
| 2023-09-30 | $443k | 4.7k | 94.44 |
| 2023-06-30 | $453k | 4.5k | 99.65 |
| 2023-03-31 | $443k | 4.6k | 96.70 |
| 2022-12-31 | $431k | 4.6k | 94.73 |
| 2022-09-30 | $393k | 4.5k | 87.24 |
| 2022-06-30 | $383k | 4.1k | 92.51 |
| 2022-03-31 | $357k | 3.3k | 107.82 |
| 2021-12-31 | $411k | 3.6k | 114.48 |
| 2021-09-30 | $303k | 2.8k | 109.27 |
| 2021-06-30 | $313k | 2.8k | 112.87 |
| 2021-03-31 | $315k | 2.9k | 108.70 |
| 2020-12-31 | $285k | 3.1k | 91.88 |
| 2020-09-30 | $220k | 3.1k | 70.36 |
| 2020-06-30 | $203k | 3.0k | 68.19 |
| 2019-12-31 | $250k | 3.0k | 83.98 |
| 2019-09-30 | $232k | 3.0k | 77.93 |
| 2019-06-30 | $243k | 3.1k | 78.29 |
| 2019-03-31 | $248k | 3.2k | 77.26 |
| 2018-12-31 | $223k | 3.2k | 69.47 |
| 2018-09-30 | $358k | 4.1k | 87.17 |
| 2018-06-30 | $343k | 4.1k | 83.52 |
| 2018-03-31 | $241k | 3.1k | 76.97 |
| 2017-12-31 | $240k | 3.1k | 76.65 |
| 2017-09-30 | $232k | 3.1k | 74.36 |
| 2017-06-30 | $222k | 3.2k | 70.25 |
| 2017-03-31 | $225k | 3.3k | 69.23 |
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