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

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

Historical chart of Merriman 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 Merriman 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 Merriman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7M 52k 110.52
2023-09-30 $285k 3.0k 94.79
2023-06-30 $295k 3.0k 99.65
2023-03-31 $255k 2.6k 96.70
2022-12-31 $254k 2.7k 94.64
2022-09-30 $234k 2.7k 87.22
2022-06-30 $260k 2.8k 92.46
2022-03-31 $302k 2.8k 107.86
2021-12-31 $325k 2.8k 114.48
2021-09-30 $6.8M 62k 109.20
2021-06-30 $301k 2.7k 112.86
2021-03-31 $344k 3.2k 108.48
2020-12-31 $254k 2.8k 92.00
2020-03-31 $214k 3.8k 56.09
2019-12-31 $5.5M 66k 83.86
2019-09-30 $5.2M 67k 77.84
2019-06-30 $2.8M 3.6k 784.41
2019-03-31 $281k 3.6k 77.03
2018-12-31 $258k 3.6k 70.74
2018-09-30 $317k 3.6k 87.18
2018-06-30 $303k 3.6k 83.52
2018-03-31 $279k 3.6k 76.90
2017-09-30 $213k 2.9k 74.37
2016-09-30 $6.3M 51k 124.14