iShares S&P SmallCap 600 Index shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.9M | 63k | 110.52 |
| 2023-12-31 | $6.7M | 62k | 108.25 |
| 2023-09-30 | $5.8M | 61k | 94.33 |
| 2023-06-30 | $5.9M | 59k | 99.65 |
| 2023-03-31 | $5.4M | 56k | 96.70 |
| 2022-12-31 | $5.0M | 53k | 94.64 |
| 2022-09-30 | $4.0M | 46k | 87.21 |
| 2022-06-30 | $4.8M | 53k | 92.41 |
| 2022-03-31 | $5.2M | 48k | 107.88 |
| 2021-12-31 | $3.9M | 34k | 114.52 |
| 2021-09-30 | $3.5M | 33k | 109.20 |
| 2021-06-30 | $3.3M | 30k | 112.98 |
| 2021-03-31 | $3.1M | 29k | 108.54 |
| 2020-12-31 | $3.0M | 33k | 91.89 |
| 2020-09-30 | $2.3M | 33k | 70.22 |
| 2020-06-30 | $2.2M | 33k | 68.28 |
| 2020-03-31 | $1.6M | 29k | 56.10 |
| 2019-12-31 | $1.5M | 18k | 83.86 |
| 2019-09-30 | $1.3M | 17k | 77.82 |
| 2019-06-30 | $1.3M | 16k | 78.26 |
| 2019-03-31 | $1.0M | 14k | 77.13 |
| 2018-12-31 | $509k | 7.3k | 69.38 |
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