iShares S&P SmallCap 600 Index shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $268k | 2.5k | 108.60 |
| 2022-03-31 | $209k | 1.9k | 108.01 |
| 2021-12-31 | $244k | 2.1k | 114.55 |
| 2021-09-30 | $207k | 1.9k | 108.95 |
| 2021-06-30 | $215k | 1.9k | 113.16 |
| 2021-03-31 | $206k | 1.9k | 108.42 |
| 2018-09-30 | $222k | 2.6k | 87.06 |
| 2018-06-30 | $213k | 2.6k | 83.53 |
| 2016-03-31 | $225k | 2.0k | 112.50 |
| 2015-12-31 | $352k | 3.2k | 110.00 |
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