iShares S&P SmallCap 600 Index shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $335k | 3.0k | 110.52 |
| 2023-12-31 | $393k | 3.6k | 108.25 |
| 2023-09-30 | $460k | 4.9k | 94.33 |
| 2023-06-30 | $491k | 4.9k | 99.65 |
| 2023-03-31 | $613k | 6.3k | 96.70 |
| 2022-12-31 | $596k | 6.3k | 94.65 |
| 2021-12-31 | $208k | 1.8k | 114.73 |
| 2021-06-30 | $206k | 1.8k | 112.88 |
| 2021-03-31 | $213k | 2.0k | 108.56 |
| 2020-12-31 | $432k | 4.7k | 91.80 |
| 2020-09-30 | $323k | 4.6k | 70.17 |
| 2020-06-30 | $289k | 4.2k | 68.21 |
| 2020-03-31 | $306k | 5.5k | 56.07 |
| 2019-12-31 | $239k | 2.8k | 84.01 |
| 2019-09-30 | $390k | 5.0k | 77.84 |
| 2019-06-30 | $406k | 5.2k | 78.32 |
| 2019-03-31 | $444k | 5.8k | 77.10 |
| 2018-12-31 | $443k | 6.4k | 69.39 |
| 2016-12-31 | $406k | 2.9k | 137.67 |
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