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iShares S&P SmallCap 600 Index shares owned by Peloton Wealth Strategists

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

Historical chart of Peloton Wealth Strategists 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 Peloton Wealth Strategists 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 Peloton Wealth Strategists

Quarter filed Position value Share count Share price at filing
2024-03-31 $312k 2.8k 110.68
2023-12-31 $5.8M 2.8k 2053.40
2018-12-31 $528k 7.6k 69.32
2018-09-30 $894k 10k 87.22
2018-06-30 $1.1M 13k 83.48
2018-03-31 $943k 12k 76.99
2017-12-31 $742k 9.7k 76.84
2017-09-30 $663k 8.9k 74.25
2017-06-30 $550k 7.8k 70.14
2016-03-31 $477k 4.2k 112.63
2015-12-31 $472k 4.3k 110.15
2015-09-30 $449k 4.2k 106.52
2015-06-30 $493k 4.2k 117.94
2015-03-31 $555k 4.7k 118.09
2014-12-31 $531k 4.7k 114.07
2014-09-30 $554k 5.3k 104.37
2014-06-30 $330k 2.8k 116.20
2014-03-31 $563k 5.1k 110.22
2013-12-31 $514k 4.7k 109.18
2013-09-30 $455k 4.6k 99.82
2013-06-30 $409k 4.5k 90.29
2013-03-31 $335k 3.9k 87.01
2012-12-31 $340k 4.4k 78.16
2012-09-30 $335k 4.4k 77.01
2012-06-30 $341k 4.7k 73.33
2012-03-31 $366k 4.8k 76.25
2011-12-31 $386k 5.7k 68.32
2011-09-30 $316k 5.4k 58.52