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iShares S&P SmallCap 600 Index shares owned by Madison Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Madison Wealth Management from 13F filings

Historical chart of Madison Wealth Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Madison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Madison Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $269k 2.8k 94.34
2023-06-30 $284k 2.8k 99.66
2023-03-31 $286k 3.0k 96.69
2022-12-31 $292k 3.1k 94.65
2022-09-30 $346k 4.0k 87.31
2022-06-30 $355k 3.8k 92.50
2022-03-31 $414k 3.8k 107.90
2021-12-31 $436k 3.8k 114.59
2021-09-30 $415k 3.8k 109.12
2021-06-30 $337k 3.0k 112.94
2021-03-31 $318k 2.9k 108.50
2020-12-31 $276k 3.0k 91.88