iShares S&P SmallCap 600 Index shares owned by Curi Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11M | 102k | 108.25 |
| 2023-09-30 | $9.3M | 99k | 94.33 |
| 2023-06-30 | $10M | 103k | 99.65 |
| 2023-03-31 | $9.5M | 98k | 96.70 |
| 2022-12-31 | $8.5M | 90k | 94.64 |
| 2022-09-30 | $7.6M | 87k | 87.19 |
| 2022-06-30 | $6.6M | 71k | 92.41 |
| 2022-03-31 | $6.7M | 62k | 107.87 |
| 2021-12-31 | $6.9M | 57k | 121.63 |
| 2021-09-30 | $5.1M | 47k | 109.19 |
| 2021-06-30 | $4.6M | 41k | 112.96 |
| 2021-03-31 | $3.5M | 32k | 108.51 |
| 2020-12-31 | $2.5M | 27k | 91.87 |
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